Analyst: ARM to surpass Atom, in 55% of netbooks by 2012

Posted by Sander_Marechal on Mar 12, 2009 4:09 PM
By ars technica
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Intel's netbook dominance has yet to be challenged in a serious way, but at least one business analyst thinks that's going to change in the next 2-3 years. The netbook market is extremely new; Atom itself isn't even a year old—if the IT industry were to break with the existing Intel+Microsoft model, the emergence of a new product type combined with a deep economic recession could be the perfect opportunity to do it. Analyst Robert Castellano from The Information Network believes future netbooks based on the upcoming ARM Cortex-A9 architecture and running Linux could create a market for netbooks at price points Intel and Microsoft simply won't be able to match. Not only would the multicore A9 be cheaper than a 2012 Atom, the assumed ubiquitousness of cloud computing would supposedly eliminate (or almost eliminate) the need for local storage.

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