The Wintel Axis: A Fading Dominance

As the technology landscape continues to evolve, the dominance of Microsoft and Intel, long synonymous with PC technology, is starting to erode. The Wintel axis, which has driven innovation and growth in the industry for decades, is showing signs of strain. The increasing complexity of Microsoft's product line and the emergence of alternative technologies, such as Open Source and thin client information appliances, are threatening to disrupt the status quo.

Key Takeaways:

• Microsoft's Windows CE PDA platform is being delivered on non-Intel processors, breaking the Wintel axis.
• The company's core product, Windows 2000, is falling behind schedule due to the addition of new functions.
• Intel's processor range is becoming increasingly complex, with multiple products serving specific tasks.
• Intel's flagship product, Merced (IA-64), is facing delays and struggling to meet market expectations.
• AMD is gaining market share in the consumer market, further eroding Intel's dominance.
• The PDA market, once a stronghold for Intel, is being led by devices running on Motorola processors.
• Apple's renaissance and the rise of thin client information appliances are creating new challenges for both Microsoft and Intel.
• Major computer manufacturers are beginning to transition away from Windows, seeking more flexible and powerful 64-bit systems.

Statistics:

• 3 years ago, Microsoft had a handful of products, while Intel had a simple product plan centered around processor releases.
• Today, Microsoft has a broad family of products and product developments, making it impossible for one person to understand.
• Intel's processor range has segmented into multiple products with specific capabilities, making it difficult for customers to choose.
• AMD has gained significant market share in the consumer market, threatening Intel's dominance.
• The PDA market is being led by devices running on Motorola processors, with PalmPilot being a clear market leader.

Sources:

• Brian Prangle, new product strategy manager, SCC (Specialist Computer Centres)
• Various industry reports and market analyses