The Apple and VMWare Alliance Threatens Microsoft (and Fabless ARM Camp)
The speed with which The Mobile Tsunami engulfs the old PC Market is just incredible. 18 months ago the tablet and smartphone markets were considered a Green Field of Opportunity for PC OEMs and chip suppliers to graze in for the next decade. The fences, however, are closing in fast as Apple continues to drive its iOS empire into new geographies and market segments. Even I thought a few months back that corporations would hedge on some of their tablet purchases by staying with the Wintel x86 legacy (I was never a believer in Windows on ARM). Now I am switching my view to the conclusion that Apple and VMWare will partner to take out Microsoft in the corporate world with their full range of iOS based iPADs through x86 and MAC OS based MacBook Air and MacBook Pro notebooks.
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