Here is another datapoint for you Pete. Please note that x86 netbooks are being impacted by ARM tablets. Its a matter of what customers buy, not what billions of triangles per second fascinates you. This is about trying to spot buying trends, not arguing over chip specs. I know you think more hp under the hood always wins, but I've been pointing out that less hp is fine for many uses. Just keep watching spending patterns and see if you can spot a trend ahead of time rather than 10 years in hindsight.
If you go read the link, you will find some interesting tables as well, showing that Asustek will intro 4 products in this category, two of which are ARM (1 notebook & 1 tablet).
digitimes.com
Asustek lowers 3Q10 netbook shipments goal due to competition from iPad
Latest news
DIGITIMES ICT/FPD Report
Monica Chen, Taipei; Adam Hwang, DIGITIMES [Monday 16 August 2010]
Asustek Computer saw sales of its netbooks in the second quarter fall short of expectations mainly due to competition from Apple's iPad, and has downward adjusted its target shipments for the third quarter, the traditional peak sales period, to 1.4 million units, according to company president and CEO Jerry Shen at an investors conference on August 13.
Because of decreased shipments of motherboards, notebooks and netbooks, Asustek's financial performance for the second quarter declined on quarter. Asustek will continue to offer Eee PCs and will step into the tablet PC segment with its Eee Note and Eee Pad series, Shen pointed out.
Asustek has been gradually increasing outsourced production, with the proportion of total production expected to rise to 30% at the end of 2010 and further to 50% in 2011 |
