Third, I think you're mistaken that the introduction of a Google tablet is a no-lose proposition for consumers. What happens if, because the available consumer demand is so subdivided, that no company can justify participating? What happens if, like HD-DVD and Blu Ray, consumers decide to wait out the OS battle and there are fewer consumers over all, or fewer third party resources put into supporting any given platform? Tablets aside, consumers of Google's other products will be hurt if they divert resources to fighting Apple in the tablet market. If Apple wins, Google's web services users will never recoup the lost resources that could have been spent on better search. If Google wins, Macbook users will never recoup the resources Apple spends trying to fight off Google.