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HP Eyes Android For Tablets, Smartphones
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Michael Endler
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Michael Endler,
User Rank: Author
2/15/2013 | 11:25:32 PM
re: HP Eyes Android For Tablets, Smartphones
Not fully sure how to read this strategy. HP says it's not abandoning Windows, and it has so little traction in the mobile space that maybe it makes sense to hedge bets by building for multiple operating systems. But given how long it's been since HP released a must-have consumer device, I'm not sure what it will do to stand out in a saturated market. Microsoft might not be in any position to feel annoyed, given that OEMs were allegedly upset at Surface infringing on their turf. Even so, Redmond is battling the perception that partners don't have faith in Windows 8. HP making a Chromebook and Android tablets won't help that effort.

Michael Endler, InformationWeek Associate Editor
GBARRINGTON196
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GBARRINGTON196,
User Rank: Strategist
2/15/2013 | 10:36:07 AM
re: HP Eyes Android For Tablets, Smartphones
I have my doubts that this will be a winning strategy for HP in the long term. My doubts come from my uncertainty at how much room will there be for higher quality 3rd party tablets and phones. I just don't think HP, Dell, Lenovo, Motorola Mobility, and Samsung can occupy the same niche. The other vendors will move downscale or abandon North America completely.

I suspect 2, possibly 3, of those I listed will have to go away. I don't see Samsung going away at this point. And Moto? It will not be allowed to fail as long as it is owned by Google, though it may never be more than a poor stepchild. It will be there nibbling away at the profits and market share of the remaining 3.

If Moto is ever spun off, a merger between Moto and either Dell or HP would help solidify the market. I don't think a merger between Moto and Lenovo would be politically palatable to the American Public especially if Google allows Moto to keep any important patents. (and they may be forced to let Moto keep some for a successful spin off)

And this is where I think HP can use it's Web/OS and its burgeoning Android experience to make a case for a merger with Motorola Mobility. Dell's future seems up in the air at this point so HP seems a better fit with Moto especially if it can produce a couple of critically well received mobile products on it's own but could use Moto's deep knowledge of the communications industry to get to the 'next level'.

If this were to occur, I think that would be the death knell for Dell, and put a crimp in Lenovo's plans for North America.


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