Atom processors from Intel are defining the new “netbook” slice of the personal computer market. They are very popular with ‘power’ users, who want to have another computer to use because of the convenient size and almost disposable cost. Ultimately targeted for the smaller platforms such as smart phones, Atom-based computers are surprisingly powerful. If an Atom notebook PC has everything I need to do my day-to-day job then maybe it will begin to steal market share from the traditional notebook market. Another trend that may accelerate this shift is the use of ‘cloud computing’ where data is stored in the cloud (some server farm on the net). Cloud computing reduces further the need for a local high-performance CPU.
Even Intel insiders are wondering what will be the business impact caused by the success of the Atom processor. Will it poison their traditional microprocessor franchise? Let me know your thoughts!