Google Will Eat Microsoft’s Lunch – Seeking Alpha

Google Will Eat Microsoft’s Lunch

In several articles (here, here, here, and here) we have been pondering the future of Intel (INTC) and Microsoft’s (MSFT) Windows, both companies have seen their core market, personal computers, coming under threat from mobile and hybrid devices working with processors based on the design of ARM (ARMH) and operating systems from Apple (AAPL) and Google (GOOG).

We have described how Intel and Microsoft are fighting back to get more traction in these new mobile and hybrid markets, but we weren’t too optimistic. There is considerable momentum behind iOC and Android, and some network effects, complicating the life of Microsoft. CPU’s based on ARM designs are, at least up to now, cheaper and more energy efficient than those of Intel.

via Google Will Eat Microsoft’s Lunch – Seeking Alpha.