Windows 7 Tablets From Computex Don't Go Far Enough To Unseat iPad

Sarah Rotman Epps

As Apple announces it has sold more than 2 million iPads (no indication of US/global split), would-be competitors are unveiling their tablets at Computex in Taiwan. With so many products in the mix (and so few on the market), it can be hard for a product strategist to keep up with it all. So here’s Forrester’s quick guide to the tablets that are taking on Apple in the near future (note: this list doesn’t include devices that may have a tablet form factor but are primarily eBook readers, such as Acer’s planned 7” Android tablet. It also excludes tablets that are more rumor than reality. And I know just by putting together this list I will leave some off, and if that’s the case leave a comment and tell me which ones you think I should add. Okay, enough caveats!):

Tablet competitors to iPad: Archos, Asus, Dell, ExoPC, LG, MSI

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Windows 7 Tablet + Xbox: Why Microsoft Needs An “XPad”

Sarah Rotman Epps

In the two weeks since I guest posted on Ars Technica about the iPad and its role in a phenomenon I’m calling “Curated Computing,” comments have been heated and very interesting. Eliot VanBuskirk frames the debate this way on the Wired Epicenter blog:

“Curation is the positive flip side of Apple’s locked-down approach, decried as a major, negative development in computing by many observers, present company included. Who would have thought that in 2010, so many people would pay good money for a computer that only runs approved software?

It runs counter to the idea, prized by geeks, that computing equals freedom. If it were Microsoft doing this, we’d all be storming the Gates with torches and pitchforks.”

I don’t think that you have to exercise Apple’s level of control (e.g., not letting developers use third-party tools like Flash, not approving apps that threaten your business model, etc.) to create a compelling, curated experience — an experience in which content and functionality are deliberately restricted to serve a new form factor like a touchscreen tablet or a wearable device.

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Curated Computing: Designing For The Post-iPad Era

Sarah Rotman Epps

iPad mania has reached full tilt: Apple announced that it has sold more than 1 million units, and Apple’s competitors (like RIM and potentially Google) are rushing to get their own products out (or not, as the case may be for HP). But there’s something very significant about the device that has nothing to do with how many units it will sell. What’s revolutionary about the iPad is the experience that it delivers: The iPad is a new kind of PC that ushers in an era of Curated Computing.

Forrester defines “Curated Computing” as:

A mode of computing where choice is constrained to deliver less complex, more relevant experiences.

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From The HP Archives: Lessons Learned On Market Entry

Jennifer Belissent, Ph.D.

International orders grew 34% for HP . . . not this year but actually back in 1964 when non-US orders accounted for 23 percent of HP’s revenues.  While the growth of non-US tech revenues is in the news today, HP’s international orders first exceeded domestic orders not recently but as far back as 1975.

In my research on market entry and market opportunity assessment (MOA), I recently spoke to strategists at HP about how they evaluate markets.  As I was leaving the building, I stopped in to the HP museum and spent some time with the HP archivist.   The highlights of the visit include seeing the first HP device built in the now famous Palo Alto garage and a calculator that brought back memories of my father in his overstuffed chair “figuring out how to pay for college.”  I was not only impressed by the history embodied in that room but also with the value that HP places on recording and memorializing its “life” as an organization.  Not to sound too sappy but it really brings the company and the industry to life.

I’ve spent the last few weeks reading through some documents on the history of HP’s entry into international markets.  There are valuable lessons to be gleaned from their experiences.   I’ve written about many of those lessons in reports and blog posts but thought I'd draw out a few of them here.

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Not Many Palms In Emerging Markets

Jennifer Belissent, Ph.D.

Michele Pelino’s recent blog, “HP’s Acquisition Of Palm Is Not A Match Made In Heaven,” concludes as the title suggests that the success of the acquisition remains a wait-and-see proposition and it, in fact, may not pay off.  As Michele notes,

Forrester’s survey of over 1,000 IT decision makers in North American and European enterprises, only 12% of firms officially support or manage Palm devices. In comparison, 70% of enterprises support BlackBerry smartphones, and 29% support Apple iPhones. Android devices, the newest entrants in the mobile OS wars, have strong momentum and are officially supported by 13% of firms.

Well, that got me wondering how Palm had fared in emerging markets.  We know that device preferences are different globally.  So, I thought, maybe there are some Palm fans outside of North America and Europe.  I checked Forrester’s Global Technology Adoption data from last summer (new survey expected back from the field very soon) in which we surveyed 1,412 IT executives and technology decision-makers across 15 countries.  Here is what I found out about PalmOS support across enterprises in a few of the countries:

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HP's Acquisition Of Palm: InfoWorld Should Read Its Own Articles

Tom Grant

Within 24 hours, InfoWorld published two seemingly unrelated articles. One covered HP's announcement of its intent to acquire Palm, which led people to speculate aloud, "What the heck were they thinking?" The first part of the article spent a couple of paragraphs musing about how this move might or might not help HP's interest in the slate computer market. The path from acquiring Palm to becoming an iPad competitor isn't very clear, however, so maybe the real point has nothing to do with slate computers. We can't get enough of talking about slate computers, but what if Palm's products have some potential connection to HP's existing portfolio? Crazy idea, I know.

The next day, InfoWorld published another article with the acidic headline, "Smartphone management becoming a nightmare":

Smartphones and mobile devices are becoming a nightmare for IT shops to manage, with users carrying multiple types of phones with different operating systems and expecting access to email, video-conferencing, and various types of corporate applications.

In other words, IT departments struggling with these standardization efforts might want to talk to a company that can help. Say, someone with a lot of products and services for solution areas like cloud computing, application transformation, portfolio and asset management. It'd be great if said vendor had mobile technology that factored into these larger IT infrastructure concerns.

Oh, yeah...

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HP's Acquisition Of Palm: InfoWorld Should Read Its Own Articles

Tom Grant

Within 24 hours, InfoWorld published two seemingly unrelated articles. One covered HP's announcement of its intent to acquire Palm, which led people to speculate aloud, "What the heck were they thinking?" The first part of the article spent a couple of paragraphs musing about how this move might or might not help HP's interest in the slate computer market. The path from acquiring Palm to becoming an iPad competitor isn't very clear, however, so maybe the real point has nothing to do with slate computers. We can't get enough of talking about slate computers, but what if Palm's products have some potential connection to HP's existing portfolio? Crazy idea, I know.

The next day, InfoWorld published another article with the acidic headline, "Smartphone management becoming a nightmare":

Smartphones and mobile devices are becoming a nightmare for IT shops to manage, with users carrying multiple types of phones with different operating systems and expecting access to email, video-conferencing, and various types of corporate applications.

In other words, IT departments struggling with these standardization efforts might want to talk to a company that can help. Say, someone with a lot of products and services for solution areas like cloud computing, application transformation, portfolio and asset management. It'd be great if said vendor had mobile technology that factored into these larger IT infrastructure concerns.

Oh, yeah...

What CIOs Should Know/Do About HP's Acquisition Of Palm

Tim Sheedy

HP's acquisition of Palm is all over the twitterverse at the moment. And everyone has an opinion on it, and what it means (which brings to mind one of my favorite movie quotes). There are precious few facts around at present - and only time will tell exactly how the acquisition will pan out. Either way, CIOs should know the following facts about HP and the acquisition of Palm:

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Tabulating The Tablets: Apple Vs. Asus, Dell, HP And The Rest

Sarah Rotman Epps

In the weeks since the iPad launch, there’s been a spate of rumors, “leaks,” and PR pushes around would-be competitors to the Apple iPad. By the end of the year, consumers will be able to choose from an array of multimedia touchscreen tablets including tablets that:

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Five Highlights From HP’s Analyst Briefing This Week

Peter O'Neill

By Peter O'Neill

I spent a couple of days with HP executives this week here in Boston. As I worked there myself for 20 years (up to 2001, so I have distance as well), I’d like to comment about how their enterprise business strategy now looks. Of course, I wasn’t alone there; there were 250 of us. Those who follow my peers in Twitter may already be overloaded with multiple 140-character cuts: my impression is that the tool tends to makes them behave more like adolescent journalists than analysts. Often, they were broadcasting tweets before even noticing that a particular statement was “under NDA”. Vendors will learn to be more cautious in the future; which is not good for us analysts. Anyway, here are my highlights of the HP briefings.

HP’s Converged Infrastructure story includes the pending acquisition of 3COM

Nice to see that HP now has (servers + storage + networking) PLUS power & cooling! Now, HP has Cisco squarely within their sights with this one, dropping statements like “they’re just a $30B vendor while we spend over $50B in our supply chain”; “as soon as we can, we will replace ALL our Cisco gear with 3COM and realize 45% savings”; and “of course, all 3COM products use the same operating environment, unlike them”. 

My Take: Well, Cisco started this. They are, indeed, seriously threatened. If HP apply their financial muscle and play the pricing game, Cisco’s business and margins may well suffer. Remember, networking is the highest margin area in IT infrastructure: HP is adding it, Cisco is diluting it. But, I also think that Cisco will make other game changing moves in the next months. HP strategists should not be resting on their laurels, they should be doing scenario planning - and thinking way outside the IT infrastructure box.

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