Acer’s CEO, “Wang pointed out that Microsoft did not communicate with PC brand vendors prior to announcing its Surface project. Seeing the software designer enter hardware development and turn from a partner to competitor, Wang claimed Acer is not afraid of competition, but said he only wishes to understand the new rules of the game, and so will continue to try to communicate with Microsoft to understand the situation.”
Let me help you understand the situation, Mr. Wang. M$ is messing with OEMs as it has done for the last two decades or longer.
- Acer, your company, reports a sharp drop in revenues for July.
- So did ASUS and Pegatron.
- Foxconn, your competitor, which has diversified away from Wintel had a sharp increase in revenue for July.
Here’s a clue. When M$, one of the world’s largest software companies, tells the world that it’s going to compete with you by announcing a revolutionary new hardware/software system, retailers and distributors are going to make space in the channel for it. M$ has done that for decades with its vapourware. Now they are doing it with hardware. Compounding the issue is the imminent release of “8″. Is the channel making room for “8″ or preparing to sell less Wintel? Get used to declining margins which are already tight, Mr. Wang. If you want greater profitability, you have to escape from Wintel where M$ and Intel will take care of themselves at your expense.
I recommend Debian GNU/Linux for OEMs. It will work for them and their customers and M$ and Intel will have less control over global IT, a good thing.