Morgan Stanley analyst Adam Holt spoke with several Microsoft executives and got the impression that Windows 8 for ARM devices may arrive a lot sooner than anticipated. Holt expects Windows 8 could be running on ARM chip designs by as soon as the end of the year or early 2012.
While we've hammered Microsoft repeatedly over missing the tablet boom, we were recently informed by a source at Microsoft that the company has around 1,000 engineers working on making Windows run smoothly on ARM chip designs. And it is in fact taking the tablet market very seriously.
Yes, 2011/2012 is still another year away, but Morgan Stanley is bullish about the tablet market expanding. (It thinks 100 million tablets could be shipped in 2012.)