#acer

Gregg Keizer:

By NPD’s tallies, Chromebooks accounted for 21% of all U.S. commercial notebook sales in 2013 through November, and 10% of all computers and tablets. Both shares were up massively from 2012; last year, Chromebooks accounted for an almost-invisible two-tenths of one percent of all computer and tablet sales.

Stephen Baker of NPD pointed out what others had said previously: Chromebooks have capitalized on Microsoft’s stumble with Windows 8. “Tepid Windows PC sales allowed brands with a focus on alternative form factors or operating systems, like Apple and Samsung, to capture significant share of a market traditionally dominated by Windows devices,” Baker said in a Monday statement.

Part of the attraction of Chromebooks is their low prices: The systems forgo high-resolution displays, rely on inexpensive graphics chipsets, include paltry amounts of RAM — often just 2GB — and get by with little local storage. And their operating system, Chrome OS, doesn’t cost computer makers a dime.

Even more remarkable: two Chromebooks, one by Samsung and one by Acer, are the two best-selling laptops on all of Amazon (and a second Acer model is #5).

It perhaps took a bit longer than originally anticipated, but The Microsoft Squeeze is now being fully applied.

Windows 8 itself is still not successful. The whole market didn’t come back to growth after the Windows 8 launch, that’s a simple way to judge if it is successful or not.

Acer President Jim Wong, talking to Tim Culpan and Debra Mao of BloombergBusinessweek.

Meanwhile, he sounds fairly bullish on Chrome OS, which seems to be the first time anyone has sounded bullish on Chrome OS since its launch. Perhaps the squeeze is finally on.

Dow Jones:

Alibaba said that Acer “was notified by Google that if the product runs Aliyun OS, Google will terminate its Android- related cooperation and other technology licensing with our partner….We regret Google’s action.”

So much to say on this. For now, let’s just say that the words “terminate” and “open” should never go together.