Monday, July 16, 2012

Past, Present and Anticipated Future of Ultrabooks in Competitive Tablet Ecosystem

According to a Wikipedia reference, Ultrabooks are higher-end types of subnotebooks defined by Intel. As such, these devices are natural competitors for tablet devices, in particular the Apple iPad and various Android and Windows devices. Ultrabook devices have been tracked in the Tablet Ecosystem News Radar since the start of 2012. One of the objectives of news pattern tracking is to determine if a new technology (in this case Ultrabooks) challenges existing competitors and therefore disrupts a marketplace. There is no doubt that Intel and Ultrabook device manufacturers are setting a goal to disrupt the marketplace and to take device market share away from Apple iPads and other tablet devices.   If this disruption occurs, our News Radars will highlight the market interactions and call out relevant articles that chronicle the market changes.

Another objective of News Patterns members is to better anticipate the future.  With a superior real time situational awareness of market/political events, News Patterns members often leverage patterns in the news to discover market trends that can be pushed into the future.  Some of these trends might correlate with actual market measures like sales, shipments, polling or election results. 

The Six Month Past
On January 2, 2012, iPad news patterns exhibited a high degree of competitive relevancy, with the iPad topic plotted very near the center of the Tablet News Radar.  At this same time, the Ultrabook topic was plotted near the periphery of the Tablet News Radar, an indication of low news pattern relevancy.



The Present or One Week Past
Now roll the tapes forward to one week ago, July 9, 2012.  From the following image one can see that Apple iPad continued to be highly relevant in the Tablet News Radar while Ultrabooks continued to be of low relevancy.


I chose the date of July 9, 2012 because it was on this day that Robert Powell of the Wall Street Journal Marketwatch published this article about News Patterns: Mining the news for patterns investors can tap - News Patterns’ data can help investors see relevant trends.  As part of this article, the low relevancy of Ultrabooks in the Tablet News Radar was highlighted. In our algorithm development, we often find strong correlations between news pattern relevancy and actual market/election performance. Better yet, our patterns often anticipate market/election trends, just as Powell described in his article.

Three days after the Powell Marketwatch article, check out this article that correlates/anticipates our patterns with actual market performance: Ultrabooks flop in Q2, PC market implodes as Apple wins in the U.S. (Boy Genius Report) 2012-07-12 08:46   
Market research firm Gartner paints a grim picture of the PC market in the second quarter this year as shipments dropped more than 5% in the United States and stayed flat globally. HP remained the world's top PC vendor worldwide as shipments of HP desktops and laptops slid 12.1% to 13.04 million, and chief U.S. rival Dell dropped 11.5% to ship 9.35 million units. Asian vendors Lenovo, Acer and ASUS each showed growth during the...

The Powell article in conjunction with Boy Genius article created timely data points about News Radar insights, correlating and anticipating radar positions with actual market performances.  (Note, this example is not an absolute about similar market correlations.  No past news patterns can guarantee future market/election correlations.)


The Three Month Future
In spite of the Ultrabook's 2012 history of low Tablet News Radar relevancy, we as News Patterns have made this Pattern Prediction on July 12, 2012:

Pattern Prediction: Intel and Ultrabook topics will double their tablet ecosystem relevancy by end of October 2012 by building strong connections to MMS topic (movies, media, video, streaming.)

Intel has a strategic interest in the tablet/"Ultrabook" ecosystem.  It will play to win.  This pattern prediction is now a human estimate based on the technical and market power of Intel. In the not too distant future, perhaps even this pattern prediction can be algorithmically driven. If this pattern displays itself, the Ultrabook topic will move toward center of the Tablet News Radar, disrupting the pattern position of iPad, Android and Windows tablet devices. Time and radar movements will tell if this pattern comes true. The power is that we can watch for these patterns day by day in a superior situational awareness interface.  I will report over the next several months about the accuracy of this Pattern Prediction.