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He said that the convertibles, particularly the RT-based Yoga 11, are "a lot like throwing spaghetti at the wall to see what sticks."
Greengart noted that "no one knows if anyone is ready to embrace RT," especially given no one knows how many RT-ready applications will be available when Windows RT ships. One figure of 2,000 apps has been mentioned, but Greengart said that, while there will probably be more than that at launch, it's not evident how many more. By contrast, Apple's iPad features over 250,000 tablet-specific applications, and both Apple and Windows 8 laptops have zillions of apps for their use. RT laptops are a new breed.
He pointed out that, while Apple created a successful tablet by "scaling up a mobile OS," Microsoft is going the other way -- scaling down a desktop OS.
But Greengart noted that Windows 8 convertibles and tablets, such as the Twist or the Yoga 13, could "more easily" be justified by an IT manager for use by a mobile worker. "Microsoft has been pretty clear," he said. "If you're a consumer, there's RT or Windows 8, but if you're a business, it's 8."