Category Archives: hardware

The disruption of pay as you go hardware – and I do not mean leasing

Last week Amazon CEO Jeff Bezos spoke at a “Fireside Chat” with AWS (Amazon Web Services) chief Werner Vogels. It was an excellent and inspirational performance from Bezos.

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If there was a common theme, it was his belief in the merit of low margins, which of necessity keep a business efficient. Low margins are also disruptive to other businesses with high margins. But how low can margins go? In some cases, almost to nothing. Talking of Kindle Fire, Bezos remarked that “We don’t get paid when you buy the device. We get paid when you use the device.” It is the same pay as you go model as Amazon Web Services, he said, trying to remain vaguely on topic since this was an AWS event.

His point is that Amazon makes money when you buy goods or services via the device, not from profit on the device itself. He adds that this makes him comfortable, since at that point the device is also proving its value to the customer.

Google has the same business model with its Nexus range, which is why Google Nexus 7 and Amazon Kindle Fire are currently the best value 7” tablets out there. For Google, there is another spin on this: it makes the OS freely available to OEMs so that they also push Google’s adware OS out to the market. If you are not making much profit on the hardware, it makes no difference whether you or someone else sells it.

We do not have to believe that either Amazon or Google really makes nothing at all on the Kindle Fire or Nexus 7. Perhaps they make a slim margin. The point though: this is not primarily a profit centre.

This is disruptive because other vendors such as Apple, Microsoft, Nokia or RIM are trying to make money on hardware. So too are the Android OEMs, who have to be exceptionally smart and agile to avoid simply pushing out hardware at thin margins from which Google makes all the real money.

Google can lose too, when vendors like Amazon take Android and strip out the Google sales channels leaving only their own. This is difficult to pull off if you are not Amazon though, since it relies on having a viable alternative ecosystem in place.

But where does this leave Apple and Microsoft? Apple has its own services to sell, but it is primarily a high margin hardware company selling on quality of design and service. Apple is under pressure now; but Microsoft is hardest hit, since its OEMs have to pay the Windows tax and then sell hardware into the market alongside Android.

Ah, but Android is not a full OS like Windows or OSX. Maybe not … yet … but do not be deceived. Three things will blur this distinction to nothing:

1. The tablet OS category (including iOS) will become more powerful and the capability of apps will increase

2. An increasing proportion of your work will be done online and web applications are also fast improving

3. More people will question whether they need a “full OS” with all that implies in terms of maintenance hassles

Microsoft at least has seen this coming. It is embracing services, from Office 365 to Xbox Music, and selling its own tablet OS and tablet hardware. That is an uphill struggle though, as the mixed reaction to Windows 8 and Surface demonstrates.

Most of the above, I hasten to add, is not from Bezos but is my own comment. Watch the fireside chat yourself below.

Windows 8 launches: key questions remain, but Surface shines

I am in New York for the launch of Windows 8. This morning was the general launch; the Surface RT launch is to follow this afternoon. Windows chief Steven Sinofsky introduced the event. I was intrigued by how dismissive he was about a key Windows 8 issue: the learning challenge it presents to new users. He gave the impression that a few minutes experimenting will be enough, though he also referred to a guide that may be new; yesterday I picked up a small booklet which I had not seen before, introducing Windows 8.

Next Microsoft’s Julie Larson-Green and Michael Angiulo came on to show off a few details about the Windows 8 user interface, followed by Ballmer who gave what is for him a muted address about how great Windows 8 is going to be. Solid facts were few, but Microsoft did mention that over 1000 devices are certified for Windows 8.

So what is Windows 8 all about? It’s a tablet, it’s a laptop, it’s a PC we were told, in other words, everything. But everything is also nothing, and my sense is that even Microsoft is struggling to articulate its message, or at least, struggling to do so in ways that would not offend key partners.

Personally I like Windows 8, I find it perfectly usable and appreciate the convenience of the tablet format. That said, I look at all these hybrid devices and my heart sinks: these are devices that are neither one thing nor another, and pay for it with complexity and expense. Will they win over users who might otherwise have bought a MacBook? I am doubtful.

Windows RT and Intel Atom devices are more interesting. If Microsoft and its partners can push out Windows 8 devices that inexpensive and work well on tablets without keyboard clutter, that is what has potential to disrupt the market.

That brings me on to Surface. It is all in the body language: the conviction that was missing from the Windows 8 keynote in the morning was present in the Surface keynote in the afternoon. Even the room was better, with stylish Surface fake pavement art in the corridor and smart white seating.

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General Manager Panos Panay showed off little details, like the way the rear camera angles so that it is level when the Surface is set on its kickstand. He talked about Microsoft’s drop tests, claiming that they had tested 72 different ways to drop a Surface and designed it not to break. He demonstrated this by dropping it onto a carpet, which was not too challenging, but the fact that Sinofsky successfully used it as a skateboard was more impressive.

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No doubt then: Microsoft has more enthusiasm for Surface, described by Panay as “the perfect expression of Windows”, than it does for the 1000 certified devices from its partners, though the company would never admit that directly.

What is the significance of Surface? It goes beyond the device itself. It will impact Microsoft’s relationship with its hardware partners. It embodies an Apple-like principle that design excellence means hardware designed for software designed for hardware. It shows that the “OK but nothing special” approach of most Windows hardware vendors is no longer good enough. If Surface is popular, it will also introduce demand for more of the same: a 7” Surface, a Surface phone, and more.

Despite its quality, the success of Surface is not assured. The biggest problem with Windows 8 now is with the lack of outstanding apps. That is not surprising given that the platform is new, and you would think that users would make allowance for that. On the other hand, they may lack patience and opt for better supported platforms instead, in which case building app momentum will be a challenge.

Gadget Writing: some posts you may have missed

There are two sites at ITWriting.com and if you follow the RSS feed for this one you may have missed the posts at the other. This site covers software development and IT admin topics, while Gadget Writing covers mobile devices, audio, general software tips and reviews, and in general has a more consumer flavour.

Among the popular posts is the Desktop Windows 8 survival guide which is a guide to those awkward issues you will encounter when using Windows 8 on a traditional keyboard and mouse PC rather than a tablet. This has been considerably updated and expanded from its first version.

Gadget Writing has its own RSS feed which is here.

Here are some other recent posts:

This may be why your computer is crashing

I was asked to look at a PC which was misbehaving. Sometimes it worked, but increasingly it was freezing or crashing. Sometimes the hard drive would corrupt and needed Windows repair before it would boot. I took a look. I … Continue reading →

Review: Audyssey Lower East Side Audio Dock Air for Apple AirPlay

Based in Los Angeles, Audyssey specialises in audio processing software. This is used in home theatre equipment such as multi-channel receivers, and also finds its way into TVs, mobile devices and cars. In 2010 Audyssey started making its own audio … Continue reading →

Farewell to the Squeezebox

It looks as if Logitech has discontinued the Squeezebox, a range of devices for playing music streamed from the free Logitech Media Server. Logitech also runs a streaming service on the internet, Mysqueezebox.com, which supports internet radio, Spotify integration and … Continue reading →

The one thing missing from Windows 8 tablets announced so far: simplicity

This week at IFA in Berlin PC manufacturers have been showing off their shiny new Windows 8 tablets. Vendors are competing for who has the cleverest way of combining touch-screen, tablet, trackpad and keyboard into a single portable device. Here … Continue reading →

Free competition: Win a Kingston DataTraveler Locker+ secure USB Flash Drive

Ever worry about exposing confidential data by losing a USB Flash drive? Easy to do; but worry no more. A DataTraveler Locker+ secure drive is password protected, and after 10 failed attempts the data is wiped. Read our full review … Continue reading →

Understanding Windows 8 Storage Spaces: confusing but powerful

Early users have been running into trouble with Windows 8 Storage Spaces. The same technology is used in Server 2012. I posted about the issues here. Storage Spaces is a way of virtualising disk drives. You manage physical drives in … Continue reading →

Review: Kingston DataTraveler Locker+G2 secure USB Flash drive

Ever lost a USB Flash drive? Do you even know? There are so many around now that it would be easy to drop one and not to notice. Most of the time that does not matter; but what if there … Continue reading →

Review: Dragon NaturallySpeaking 12. Stunning accuracy, a few annoyances

I am writing this review, or should I say dictating, in Nuance’s Dragon NaturallySpeaking 12, the latest version of what is in my experience the most accurate speech recognition system out there. Accuracy has got to the point where the … Continue reading →

Windows Phone 8 “Apollo”: Windows 8 kernel, more form factors

Microsoft’s partner ecosystem is vulnerable to leaks, as demonstrated today by reports of a video said to have been made for Nokia, which arrived in the hands of a smartphone review website. The leaked information was corroborated by Windows journalist Paul Thurrott who has received advance information independently from Microsoft, but under non-disclosure:

Thanks to a recent leak which has revealed some interesting information about the next major Windows Phone version, I can now publicly discuss Windows Phone 8 for the first time.

First, a quick recap:

  • Windows Phone 7.5 “Mango” came out in the second half of last year and was the launch OS for Nokia’s Lumia phones.
  • Windows Phone “Tango” is expected in the second quarter of 2012 and appears to be a minor update focused on low-end handsets.
  • Windows Phone “Apollo” is the subject of the new leaks. Some of the details:
  • Uses the Windows 8 kernel and other OS components, rather than Windows CE
  • Supports multicore processors
  • Supports more form factors and screen resolutions
  • Preserves compatibility with Windows Phone 7 apps
  • Adds BitLocker encryption

I presume this also means that native code development will be supported, as it is for the Windows Runtime (WinRT) in Windows 8.

Date for “Apollo”? The rumour is towards the end of this year, as a close follow-on from Windows 8 itself.

Like many leaks, this one raises as many questions as it answers. While it makes sense that Windows Phone 8 and Windows 8 should share the same kernel, it also raises the question of  how they are differentiated. Windows 8, especially on ARM, is designed for small screens and tablets. Windows Phone 8, we now learn, will support more form factors. The implication is that there may be Windows Phone 8 devices that are close in size to Windows 8 devices. Will they run the same apps from the same Marketplace, at least in some cases, in the same way that some iOS apps support both iPhone and iPad?

The Windows 8 and Windows Phone 8 era will be simplified in one sense, with a single core operating system across desktop and devices. In another sense though, it ushers in new complexity, with multiple platforms that have subtle or not so subtle differences:

  • Windows 8 desktop side, on laptop and tablet (x86)
  • Windows 8 desktop side, laptop and tablet (ARM) – rumoured to be locked down for Office and perhaps a few other favoured apps
  • Windows 8 Metro side, desktop, laptop and tablet (x86) which should be nearly the same as
  • Windows 8 Metro side, desktop, laptop and tablet (ARM) – runs WinRT
  • Windows Phone 8 – runs WinRT, plus Silverlight compatibility layer

My guess is that Microsoft will push WinRT as the single platform developers should target, but I can see scope for confusion among both developers and users.

On Supercomputers, China’s Tianhe-1A in particular, and why you should think twice before going to see one

I am just back from Beijing courtesy of Nvidia; I attended the GPU Technology conference and also got to see not one but two supercomputers:  Mole-8.5 in Beijing and Tianhe-1A in Tianjin, a coach ride away.

Mole-8.5 is currently at no. 21 and Tianhe-1A at no. 2 on the top 500 list of the world’s fastest supercomputers.

There was a reason Nvidia took journalists along, of course. Both are powered partly by Nvidia Tesla GPUs, and it is part of the company’s campaign to convince the world that GPUs are essential for supercomputing, because of their greater efficiency than CPUs. Intel says we should wait for its MIC (Many Integrated Core) CPU instead; but  Nvidia has a point, and increasing numbers of supercomputers are plugging in thousands of Nvidia GPUs. That does not include the world’s current no. 1, Japan’s K Computer, but it will include the USA’s Titan, currently no. 3, which will add up to 18.000 GPUs in 2012 with plans that may take it to the top spot; we were told that that it aims to be twice as fast as the K Computer.

Supercomputers are important. They excel at processing large amounts of data, so typical applications are climate research, biomedical research, simulations of all kinds used for design and engineering, energy modelling, and so on. These efforts are important to the human race, so you will never catch me saying that supercomputers are esoteric and of no interest to most of us.

That said, supercomputers are physically little different from any other datacenter: rows of racks. Here is a bit of Mole-8.5:

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and here is a bit of Tianhe-1A:

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In some ways Tianhe-1A is more striking from outside.

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If you are interested in datacenters, how they are cooled, how they are powered, how they are constructed, then you will enjoy a visit to a supercomputer. Otherwise you may find it disappointing, especially given that you can run an application on a supercomputer without any need to be there physically.

Of course there is still value in going to a supercomputing centre to talk to the people who run it and find out more about how the system is put together. Again though I should warn you that physically a supercomputer is repetitive. They achieve their mighty flop/s (floating point per second) counts by having lots and lots of processors (whether CPU or GPU) running in parallel. You can make a supercomputer faster by adding another cupboard with another set of racks with more boards with CPUs

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or GPUs

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and provided your design is right you will get more flop/s.

Yes there is more to it than that, and points of interest include the speed of the network, which is critical in order to support high performance, as well as the software that manages it. Take a look at the K Computer’s Tofu Interconnect. But the term “supercomputer” is a little misleading: we are talking about a network of nodes rather than a single amazing monolithic machine.

Personally I enjoyed the tours, though the visit to Tianhe-1A was among the more curious visits I have experienced. We visited along with a bunch of Nvidia executives. The execs sat along one side of a conference table, the Chinese hosts along the other side, and they engaged in a diplomatic exercise of being very polite to each other while the journalists milled around the room.

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We did get a tour of Tianhe-1A but unfortunately little chance to talk to the people involved, though we did have a short group interview with the project director, Liu Guangming.

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He gave us short, guarded but precise answers, speaking through an interpreter. We asked about funding. “The way things work here is different from how it works in the USA,” he said, “The government supports us a lot, the building and infrastructure, all the machines, are all paid for by the government. The government also pays for the operational cost.” Nevertheless, users are charged for their time on Tianhe-1A, but this is to promote efficiency. “If users pay they use the system more efficiently, that is the reason for the charge,” he said. However, the users also get their funding from the government’s research budget.

Downplayed on the slides, but mentioned here, is the fact that the supercomputer was developed by the “National team of defence technology.” Food for thought.

We also asked about the usage of the GPU nodes as opposed to the CPU nodes, having noticed that many of the applications presented in the briefing were CPU-only. “The GPU stage is somewhat experimental,” he said, though he is “seeing increasing use of the GPU, and such a heterogeneous system should be the future of HPC [High Performance Computing].” Some applications do use the GPU and the results have been good. Overall the system has 60-70% sustained utilisation.

Another key topic: might China develop its own GPU? Tianhe-1A already includes 2048 China-designed “Galaxy FT” CPUs, alongside 14336 Intel CPUs and 7168 NVIDIA GPUS.

We already have the technology, said Guangming.

From 2005 -7 we designed a chip, a stream processor similar to a GPU. But the peak performance was not that good. We tried AMD GPUs, but they do not have EEC [Extended Error Correction], so that is why we went to NVIDIA. China does have the technology to make GPUs. Also the technology is growing, but what we implement is a commercial decision.

Liu Guangming closed with a short speech.

Many of the people from outside China might think that China’s HPC experienced explosive development last year. But China has been involved in HPC for 20 years. Next, the Chinese government is highly committed to HPC. Third, the economy is growing fast and we see the demand for HPC. These factors have produced the explosive growth you witnessed.

The Tianjin Supercomputer is open and you are welcome to visit.

NVIDIA plans to merge CPU and GPU – eventually

I spoke to Dr Steve Scott, NVIDIA’s CTO for Tesla, at the end of the GPU Technology Conference which has just finished here in Beijing. In the closing session, Scott talked about the future of NVIDIA’s GPU computing chips. NVIDIA releases a new generation of graphics chips every two years:

  • 2008 Tesla
  • 2010 Fermi
  • 2012 Kepler
  • 2014 Maxwell

Yes, it is confusing that the Tesla brand, meaning cards for GPU computing, has persisted even though the Tesla family is now obsolete.

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Dr Steve Scott showing off the power efficiency of GPU computing

Scott talked a little about a topic that interests me: the convergence or integration of the GPU and the CPU. The background here is that while the GPU is fast and efficient for parallel number-crunching, it is of course still necessary to have a CPU, and there is a price to pay for the communication between the two. The GPU and the CPU each have their own memory, so data must be copied back and forth, which is an expensive operation.

One solution is for GPU and CPU to share memory, so that a single pointer is valid on both. I asked CEO Jen-Hsun Huang about this and he did not give much hope for this:

We think that today it is far better to have a wonderful CPU with its own dedicated cache and dedicated memory, and a dedicated GPU with a very fast frame buffer, very fast local memory, that combination is a pretty good model, and then we’ll work towards making the programmer’s view and the programmer’s perspective easier and easier.

Scott on the other hand was more forthcoming about future plans. Kepler, which is expected in the first half of 2012, will bring some changes to the CUDA architecture which will “broaden the applicability of GPU programming, tighten the integration of the CPU and GPU, and enhance programmability,” to quote Scott’s slides. This integration will include some limited sharing of memory between GPU and CPU, he said.

What caught my interest though was when he remarked that at some future date NVIDIA will probably build CPU functionality into the GPU. The form that might take, he said, is that the GPU will have a couple of cores that do the CPU functions. This will likely be an implementation of the ARM CPU.

Note that this is not promised for Kepler nor even for Maxwell but was thrown out as a general statement of direction.

There are a couple of further implications. One is that NVIDIA plans to reduce its dependence on Intel. ARM is a better partner, Scott told me, because its designs can be licensed by anyone. It is not surprising then that Intel’s multi-core evangelist James Reinders was dismissive when I asked him about NVIDIA’s claim that the GPU is far more power-efficient than the CPU. Reinders says that the forthcoming MIC (Many Integrated Core) processors codenamed Knights Corner are a better solution, referring to the:

… substantial advantages that the Intel MIC architecture has over GPGPU solutions that will allow it to have the power efficiency we all want for highly parallel workloads, but able to run an enormous volume of code that will never run on GPGPUs (and every algorithm that can run on GPGPUs will certainly be able to run on a MIC co-processor).

In other words, Intel foresees a future without the need for NVIDIA, at least in terms of general-purpose GPU programming, just as NVIDIA foresees a future without the need for Intel.

Incidentally, Scott told me that he left Cray for NVIDIA because of his belief in the superior power efficiency of GPUs. He also described how the Titan supercomputer operated by the Oak Ridge National Laboratory in the USA will be upgraded from its current CPU-only design to incorporate thousands of NVIDIA GPUs, with the intention of achieving twice the speed of Japan’s K computer, currently the world’s fastest.

This whole debate also has implications for Microsoft and Windows. Huang says he is looking forward to Windows on ARM, which makes sense given NVIDIA’s future plans. That said, the I get impression from Microsoft is that Windows on ARM is not intended to be the same as Windows on x86 save for the change of processor. My impression is that Windows on ARM is Microsoft’s iOS, a locked-down operating system that will be safer for users and more profitable for Microsoft as app sales are channelled through its store. That is all very well, but suggests that we will still need x86 Windows if only to retain open access to the operating system.

Another interesting question is what will happen to Microsoft Office on ARM. It may be that x86 Windows will still be required for the full features of Office.

This means we cannot assume that Windows on ARM will be an instant hit; much is uncertain.

Sanity prevails at HP which is keeping its PC division

HP has announced that HP is keeping its Personal Systems Group, its PC division.

“HP objectively evaluated the strategic, financial and operational impact of spinning off PSG. It’s clear after our analysis that keeping PSG within HP is right for customers and partners, right for shareholders, and right for employees,” said Meg Whitman, HP president and chief executive officer. “HP is committed to PSG, and together we are stronger.”

The strategic review involved subject matter experts from across the businesses and functions. The data-driven evaluation revealed the depth of the integration that has occurred across key operations such as supply chain, IT and procurement. It also detailed the significant extent to which PSG contributes to HP’s solutions portfolio and overall brand value. Finally, it also showed that the cost to recreate these in a standalone company outweighed any benefits of separation.

I am not surprised – it took me and many other observers about two minutes to reach the same conclusion back in August, when HP announced that it was considering a “spin-off or other transaction” for PSG.

I find it remarkable that HP did not conduct this research before, rather than after, announcing its uncertainty to the world. These last couple of months must have been challenging for the PSG sales and marketing team and costly for HP.

Nevertheless, good news for HP and its customers, and for Microsoft for whom HP is perhaps its most important hardware partner.

HP discontinues WebOS, considers PC spin-off. Should have stuck with Microsoft

Oh yes, and buys Autonomy, a fast-growing specialist in enterprise knowledge management.

Here’s the news from HP’s announcement:

As part of the transformation, HP announced that its board of directors has authorized the exploration of strategic alternatives for the company’s Personal Systems Group. HP will consider a broad range of options that may include, among others, a full or partial separation of PSG from HP through a spin-off or other transaction. (See accompanying press release.)

HP will discontinue operations for webOS devices, specifically the TouchPad and webOS phones. The devices have not met internal milestones and financial targets. HP will continue to explore options to optimize the value of webOS software going forward.

In addition, HP announced the terms of a recommended transaction for all of the outstanding shares of Autonomy Corporation plc for £25.50 ($42.11) per share in cash.

A few quick comments. First, the failure of webOS does not surprise me. There is not much wrong with webOS as such; in pure technical terms it deserves better. Its focus on adapting web technologies for local mobile applications is far-sighted; it is a more interesting operating system than Android and in some ways it is surprising that it went to HP and not to Google, which is a web technology specialist.

The problem is that HP, despite its size, is not big enough to make a success of webOS on its own. This was my comment from just over a year ago:

Mobile platforms stand (or fall) on several pillars: hardware, software, mobile operator partners, and apps. Apple is powering ahead with all of these. Google Android is as well, and has become the obvious choice for vendors (other than HP) who want to ride the wave of a successful platform. Windows Phone 7 faces obvious challenges, but at least in theory Microsoft can make it work though integration with Windows and by offering developers a familiar set of tools, as I’ve noted here.

It is obvious that not all these platforms can succeed. If we accept that Apple and Android will occupy the top two rungs of the ladder when it comes to attracting app developers, that means HP webOS cannot do better than third; and I’d speculate that it will be some way lower down than that.

Frankly, if HP did not want to do Android, it should have stuck with Microsoft. But this is where the webOS news ties in with the announcement about he Personal Systems Group. HP fell out with Microsoft last year, as I noted in my 2010 retrospective. I said the two companies should make up; but it looks as if HP is more inclined to give up on PCs and pursue other lines that have better margins – like enterprise software.

I am puzzled though by the PSG announcement. It is always curious when a company announces that it might or might not do something, and the fact that HP says it is considering a spin-off of its PC division will be enough to makes its customers uncertain about the long-term future of HP PCs and some of them will buy elsewhere as a result. It would have paid HP either to say nothing, or to be more definite and aim for a speedy transition.

All this, on the eve of Microsoft’s detailed unveiling of Windows 8. What are the implications? More than I can put into a single post; but like Gartner’s reports of dramatically declining PC sales in Western Europe presented earlier this week, this is a sign of structural change in the industry.

Microsoft will be glad of one thing: it no longer has this major partner promoting a rival mobile and tablet operating system. Note that HP still is a major partner: even if it sells the Personal Systems Group, its server and services business will still be deeply entwined with Windows.

Qualcomm: optimising for Windows Phone took years not months

I had a chat with Qualcomm’s Raj Talluri here at Mobile World Congress in Barcelona. Of course I asked about the Nokia-Microsoft deal and the implications for Qualcomm. Currently Microsoft specify Qualcomm’s Snapdragon as the required chipset for Windows Phone 7 devices: good for Qualcomm, not so good for Microsoft since it means competing system-on-a-chip vendors like TI and NVidia are putting all their efforts into Android or other mobile operating systems.

“We are extremely pleased and we are very optimistic that it will bring us additional business.” said Talluri about the Nokia-Microsoft alliance. That said, might Nokia in fact choose a competing chipset for its Windows Phone devices?

It might; but the issue here is the work involved in optimising the hardware and drivers for the OS:

If you look at Windows Phone, there’s a lot of custom work we did with Microsoft that makes Windows Phone 7 really shine on Snapdragon … the amount of time we spent in getting those things optimized, it’s been a multi-year effort for us.

If you put this together with Nokia’s announced intention to ship Windows Phone devices this year, it is hard to see how it could use a chipset other than Snapdragon.

That said, those other vendors might not agree that it would take years. When I asked about this, NVidia gave me the impression that it could do the work in a few months, if there was a business case for it.

Still, it is not a trivial matter, and adds potential for delay. I think we should expect Nokia’s first Windows phones to run Qualcomm chipsets.

If the Windows Phone ecosystem builds as Nokia hopes, other chipset vendors may get involved. Then again, what are Microsoft’s plans for the Windows Phone OS long-term? Might the underlying Windows CE OS get scrapped in favour of something coming out of the Windows on Arm project? Silverlight and XNA apps should port across easily.

That is a matter for speculation, but the possibility may deter other mobile chipset manufacturers from heavy investment in Windows Phone support.

Hardware vendors chase Apple’s iPad at CES with Android, not Windows

There is a chorus of disapproval on the web today as Asus announced a full-fat Windows tablet  (Eee Slate EP121)  at CES in Las Vegas, along with three other devices running Google Android – the Eee Pad MeMo, the Eee Pad Transformer, and the Eee Pad Slider.

The most detailed “review” I’ve seen for the EP121 is on the Windows Experience Blog. Core i5, 4GB RAM, 64GB SSD, capacitive screen with touch and stylus input.

Nice in its way; but no kind of game-changer since this is an echo of early Windows slates which never achieved more than niche success. Four big disadvantages:

  • Short battery life
  • High price
  • The stylus
  • and another thing: in the rush to embrace touch computing, vendors appear to have forgotten one of the best features of those early tablets: you could rest your hand on the screen while writing with the pen. If you have a combined touch/stylus device that will not work.

Microsoft fans will be hoping CEO Steve Ballmer does not make too much of the EP121 and devices like this in tonight’s keynote. If he does, it will seem the company has learned little from failures of the past.

Asus deserves respect for introducing the netbook to the world in 2007, with the original Eee PC. It ran Linux, had an SSD in place of a hard drive, battery life was good, and above all it was light and cheap. Back then the story was how Microsoft missed the mark with its 2006 Origami project – small portable PCs running Windows – only to be shown how to do it by OEMs with simple netbooks at the right price.

Asus itself is not betting on Windows for tablet success; after all, three of the four products unveiled yesterday run Android. Despite what was apparently a poor CES press conference these may work out OK, though the prices look on the high side.

There will be many more tablets announced at CES, most of them running Android. Android “Honeycomb”, which is also Android 3.0 if Asus CEO Johnny Shih had his terminology right, is the first version created with tablet support in mind.

But why the tablet rush? The answer is obvious: it is because Apple has re-invented the category with the iPad. Since the iPad has succeeded where the Tablet PC failed, as a mass-market device, intuitively you would expect vendors to study what is right about it and to copy that, rather than repeating past mistakes. I think that includes long battery life and a touch-centric user interface; keyboard or stylus is OK as an optional extra but no more than that.

Equalling Apple’s design excellence and closed-but-seamless ecosystem is not possible for most manufacturers, but thanks to Android they can come up with devices that are better in other aspects: cheaper, more powerful, or with added features such as USB ports and Adobe Flash support.

It is reasonable to expect that at least a few of the CES tablets will succeed as not-quite iPads that hit the mark, just as Smartphones like the HTC Desire and Motorola Droid series have done with respect to the iPhone.

Microsoft? Ballmer’s main advantage is that expectations are low. Even if he exceeds those expectations, the abundance of Android tablets at CES shows how badly the company misjudged and mishandled the mobile market.

The implication for developers is that if you want app ubiquity, you have to develop for Android and iOS.

Microsoft could help itself and its developers by delivering a cross-platform runtime for the .NET Framework that would run on Android. I doubt Silverlight for Android would be technically difficult for Microsoft; but sadly after PDC it looks unlikely.