This week Microsoft announce 2 different tablets based on Windows 8. One runs on an Nvidia Tegra ARM processor while the more powerful one runs Intel i5.

Take a look at the full Keynote below:

The thing that impressed me about this announcement was the tight hardware emphasis. As a geek and as an investor, I am interested in seeing whether user experience, systems and software integration becomes a competitive edge for these tech companies.

This will enable us to forecast the future of the component manufacturers as well as Microsoft.

Here are some of my opinion:

1. I don’t really have a good opinion of the Metro UI replacing the Start button. For me this could make or break Microsoft and may make people switch to OS X or Ubuntu for the desktop. On the tablet context, it is ok
2. Microsoft have been changing tact. We are seeing them open-sourcing ...