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Technology Stocks : Mobile Computing - OSs & Manufacturers UNMODERATED -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (2998)	2/25/2011 5:51:46 PM
From: pyslent	Respond to of 3170

It's not going to take 6 months to make a wifi Xoom-- they've already announced one for Europe. However, it would surprise me if Motorola doesn't have an exclusivity agreement with Verizon that precludes a non-VZ version in the US for some period of time. Top billing at a CES press event doesn't come free. But hey, all is not lost. Whatever success Smasung achieved last quarter was with cellular versions of the Tab. Maybe Moto can help Android cling onto 20% market share.

To: sylvester80 who wrote (2998)	2/25/2011 6:43:54 PM
From: pyslent	Read Replies (1) \| Respond to of 3170

"On the issue of the WebOS one, it is so far out that it will be DOA by the time it is released." Perhaps. The Honeycomb tablets will have a 3-4 month head start on the Touchpad, but all of the Honeycomb ones still have cellular connectivity which probably puts them in the $700 range off contract. That price will limit their appeal and pretty much squanders their time-to-market advantage over the Touchpad. The first tablet, Honeycomb or otherwise, to be priced competitively with the low end iPad ($500-600) will be the first real contender. Now probably the white label box makers out of Asia are best equipped to do that with Gingerbread, which is actually bad news for the Motorolas, LGs and Samsungs of the world, who are refusing to play for that market for now, to their detriment.

To: sylvester80 who wrote (2998)	2/26/2011 2:34:12 PM
From: Doren	Respond to of 3170

> I don't understand the strategy of not releasing at the same time a wifi only. Obviously a big enough change to get MOTO a discount on volume. At least they think so. I wonder how much it is. Could also be they cannot make enough to keep up with either market demographic so they decided to go with the more profitable tablet until they can keep up. Like they say in the construction industry: "Tripping over dollars to pick up nickles." Not saying so just wondering.

To: sylvester80 who wrote (2998)	2/26/2011 2:41:35 PM
From: Doren	Respond to of 3170

> WebOS one, it is so far out that it will be DOA by the time it is released. Probably. It may suffer the same fate as the BeOS. On the other hand it has HPs weight behind it, and a very bright guy running the OS side. I personally think it's visionary. The problem with a small device OS is each device is different. That's really where an integrated approach like Apples works better. It's worth it. Think 5 devices with 5 OSs vs 5 devices with one OS adopted to work especially well over the net. It's a really bold/brave strategy for HP and they are the perfect company to pull it off since they have enterprise/multiple OS experience and tons of small device experience. I can't think of many companies that would have the same advantages in an attempted OS switch over as HP. I'd like to see them succeed just so there would be more good choices out there.