Google Vies With Microsoft for Runner-Up to Apple's iPad [30May11] - 0 views
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Computex trade show in Taipei.
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“Investors want to know which tablet is better, which has the best price-performance, and when the non-iPad camp is going to get going,” said Angela Hsiang, an analyst at KGI Securities Co. in Taipei. “Previously, people couldn’t actually see the products. At Computex, we’ll be able to touch and use them.”
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Global shipments of tablets will climb to 215 million units in 2015 from 17 million last year, Toni Sacconaghi, a New York- based analyst at Sanford C. Bernstein & Co., wrote in a May 26 report. Fifteen percent of all tablets will cannibalize the sale of consumer PCs, reducing computer-sales growth by 2 percent annually between 2010 and 2015, Sacconaghi wrote.
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Microsoft’s computer platform, isn’t compatible with ARM chips, which are used in tablets from Samsung Electronics Co. and Motorola Mobility Holdings Inc.
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“ARM plus Microsoft will be a big development in the future, and if that’s a success then it’ll be big for the market,” said KGI’s Hsiang. “Windows 8 will also impact the market because many people can’t get used to Android while they’re familiar with Windows.”
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“Most vendors still worry about quality and stability,” Chiang said. “At this moment, they choose Google because its cost is lower as the operating system is free, while Windows adds to the price.”