With cooperation with Microsoft, Brown pointed out that both ARM and Microsoft believe their partnership will have a chance of creating a brand new demand driver. Without the chance, ARM may never be able to cut into the notebook market, Brown added.
ARM is doing well in the smartphone and tablet sectors, especially with Nvidia with its Tegra line of processors, and the Windows 8 port to the ARM platform is gravy for the company for the next few years. Brown believes the lower heat signature of the ARM product over Intel processors will drive innovation in the notebook sector once Windows is available on the platform.
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