...just wondering about about the HP\MS deal.
With the HP purchase of Palm I don't think HP will be moving there devices the MS way. Paying over a billion for WebOS, I think, will sway HP away from MS.
That indeed is the strange thing, and what makes me think MS have had to make a really generous offer to get HP back on board with the Windows 7 Slate. HP had publicly announced that they were dropping Windows for the Slate, so this is a real about-turn after such a major announcement.
If you look at what happened, according to what little we know from the press, it went a little like this:
Early January: CEO of Microsoft demonstrates the HP Slate running Windows 7
Late January: Apple announce iPad
April: iPad launches, is huge success (much to Microsoft's annoyance)
Mid April: HP internal memo leaked showing strengths/weaknesses of Slate vs. iPad
Late April: HP buy Palm for maybe around $1bn (though probably far less after stock options and debt are accounted for)
Very Late April: HP announce that Slate will not run Windows at all!
July: HP announce that Slate for Enterprise customers will run Windows after all, and that a Slate for Consumers will run WebOS.
The question is, what happened between April and July to make HP change their mind? Either they realized that WebOS is going to take a long time to get ready, and don't want to miss out on the sales of the current 'must have item' (after all, they almost had their Windows Slate ready to go), or, just maybe, Microsoft started negotiating with HP to try and persuade them to re-consider their decision to drop the Windows 7 Slate.
It'll be interesting to see how Windows Slate sales do in a post-iPad world. We know that tablet PCs running Windows haven't sold that well in the past - they were definitely a niche item used in some very small and very particular markets (door to door sales for example), but they might see a huge boost now that the iPad has made tablet computers desirable. Maybe that's what changed HP's mind?