Blackfriar principal analyst Carl Howe believes Jobs will make a statement about his company's direction with regard to portable devices, but that the devices themselves won't show up for a while--the Intel chips simply aren't ready yet.
Some vendors who didn't support Intel-based systems eventually added Intel due to popular demand.
These traders hope to get rich by shaving small slices off market maker spreads in o- t-c stocks like Dell, Intel and Microsoft.
In the case of non-Intel platforms, that didn't turn out to be the case.
Past Intel-supported mobile Internet devices haven't exactly been a hit with consumers.
For its part, AMD supports supercooling -- but like Intel, it doesn't endorse overclocking.
They're said to be working on "Samsung-related projects with a mission to customize circuits for adaptation in Samsung products" -- which certainly doesn't sound like typical Intel behavior.
Then it unveiled so-called Sleekbooks, which basically hold the same promise as Ultrabooks, except that for whatever reason (AMD processors, a too-thick chassis) they don't meet Intel's official Ultrabook requirements.
Intel isn't having much success keeping its upcoming Bay Trail-era Atom platform under wraps.
In a note to investors Friday, Goldman Sachs analyst James Covello said AMD will outsource much of its capital-intensive manufacturing, giving Intel an edge that AMD won't be able to easily challenge.
Don't hold your breath, the latest and greatest Phenom II still can't steal the spotlight from Intel's spectacular top-of-the-line Core i7-980X, but if prices actually matter to you, you'll wanna read on.
ENGADGET: AMD's 3.2GHz hexacore Phenom II X6 1090T comes out for a review roundup
Intel also announced service provider partners such as Infosys, Savvis, T-Systems and Wipro.
Of course, it would be silly to assume that the minds at Microsoft and Intel (nasdaq: INTC - news - people ) aren't hammering out a technology to blow by FireWire.
Companies like Intel (nasdaq: INTC - news - people ) and Samsung haven't been able to bring the UMPC to the mainstream, but the Foleo's price could give Palm an edge.
He also counters that in a mobile world the aging x86 processor technology Intel and AMD have been riding for decades isn't as important as the stripped-down, power-efficient designs from the likes of Qualcomm, Apple, Samsung and Texas Instruments.
He told Gelsinger that he didn't appreciate sitting through head-nodding meetings that lacked the drama of the old Intel.
With a brand-new quad-core processor (i7-3632QM) developed by Intel, a high-end Nvidia GeForce GXT 660M and 8GB of RAM, the new Blade isn't quite at the top of the performance ladder, but is definitely within shouting distance.
CNN: Review: Razer Blade gaming laptop sleek, powerful, pricey
"This was one of our little secrets that we didn't want to disclose, " says Robert Knighten, peer-to-peer evangelist with Intel's Enterprise Architecture Lab, which develops software for big systems.
So far, we don't know much about the device (Intel won't even disclose battery life estimates) but we can say it looks thin for a 13-inch touchscreen device (the official spec is 10mm thick for just the tablet and 17mm for the tablet and dock).
But since Silverthorne isn't expected to be ready for prime time until a few months in to 2008--Intel is expected to shed more details on the chip at another San Francisco conference in February--it is unlikely that whatever MID or UMPC Apple has planned will be detailed at Macworld.
Naturally, Intel doesn't only want you to watch those brand spankin' new 1080p movies on your laptop screen -- it is pushing WiDi in a big way, and the second generation, which will be baked into new Core 2011 systems, will support 1080p streaming and will eventually enable streaming of protected content, including DVDs and Blu-ray discs.
But there are several reasons I believe this won't be the fate of the Alpha chip or, for that matter, any other non-Intel platform on which Linux runs.
And mind you, we're using the word "ultraportables" very deliberately here: in addition to Ultrabooks, HP is selling so-called Sleekbooks -- lightweight machines that, for whatever reason (thickness, AMD processors), don't fit Intel's definition of an Ultrabook.
ENGADGET: Lenovo IdeaPad U310 review: a reasonably priced Ultrabook for the masses
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