Can Anyone Beat Apple's MacBook Air?

The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and technology analyst Evan Niu discuss emerging trends in investing.

The recent Consumer Electronics Show was full of Ultrabook designs from Intel, with more than 75 designs coming this year. Since tablets are primarily powered by processors designed by ARM Holdings, Intel hopes to encourage Ultrabook sales in order to sell its own chips.

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Evan Niu owns shares of Apple and ARM Holdings, and Eric Bleeker does not own shares of the companies mentioned. The Motley Fool owns shares of Apple and Intel; and has bought calls on Intel. Motley Fool newsletter services have recommended buying shares of Nuance Communications, Intel, Dell, and Apple; and creating bull call spread positions in Apple and Intel. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On January 12, 2012, at 2:55 AM, CUEngineer wrote:

    Guys an ultra book isn't defined to be just a thin notebook. MacBook air isnt technically an ultrabook it has been around for years since intel designed a low power ULV Core2 Penryn part. Ultra book is defined as a mix between tablet and notebook with features such as thicknes,s weight, touch, always on always connected features, etc. This was done to increase interest in PC segment and make consumers choice less clear to get a tablet or ultra book. Either way intel is in all those products.

    Also you should be aware ARMH doesn't make chips. It is Nvidia, Qualcomm, apple, etc who have designs/chips in products. ARM simply licenses IP to these companies who in most cases take arm's core IP and just wrap on some defining feature like Nvidia adding some gpu, and Apple stripping out features to save power.

    All of these companies are basically selling the same product with different wrappers. Except Qualcomm who just licenses the ARM ISA and does their design from scratch. So intel has a big play here for companies like Motorola, LG or whoever want to have unique products. And intel can do things other companies cannot really do like widi, or embedded security in their designs which is a big problem right now.

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