Google (GOOG) has just announced a new set of devices called Chromebook. According to GOOG Chromebook boots in eight seconds and resumes instantaneously. Chromebook is also designed from ground up to defend against malware.
One of the criticisms of Intel (INTC) has been that it is not scoring design wins in new generation devises. The first two Chromebooks from Samsung and Acer will be powered by INTC. This is positive for our new long term position in INTC.
Chromebook will also fully support flash from Adobe (ADBE). This is positive for our position in ADBE.
This development is negative for Microsoft (MSFT) and Nvidia (NVDA).
