When we were at CES this year, Intel and other PC makers were absolutely insane about ultrabooks, the new ultra-slim, ultra-portable form factor that they thought was going to save them from Apple’s one-two punch of the iPad and MacBook Air.
We were skeptical ultrabooks could make a dent against the Air, and looks like we were right: JPMorgan analyst Mike Moskowitz has just sent out a new note to clients, downplaying the impact of ultrabooks on the MacBook Air’s success. Ultrabooks, he says, are a dud.


