Horace Dediu on the Real News From CES
At this year’s CES two unthinkable things happened:
The abandonment of Windows exclusivity by practically all of Microsoft’s OEM customers.
The abandonment of Intel exclusivity by Microsoft for the next generation of Windows.
Many of Microsoft’s customers chose to use an OS product from Microsoft’s arch enemy. Some chose to roll their own. Microsoft, in turn, chose to port its OS to an architecture from Intel’s arch enemy.