Originally posted by MacWhispers
Two words: Proprietary applications
Vertical markets with legitimate uses for narrow-focus handhelds or tablets are already using them, made mostly by Symbol or Fujitsu, respectively. This has been a steadily growing market since the early '90's, with the Epson EHT series handhelds responsible for mining hundreds of these applications, from maintenance tracking, to route delivery, to inventory, to... with a simple MS-DOS based programming environment. And, each usage, and even individual customers tend to have their own closed, proprietary, extremely focused application that runs on an equally focused "handheld."
So, in reality, the last place a highbrow Apple product would find success is in the vertical applications arena. Simple, rugged, and inexpensive are the keywords there.
The other sought-for market space, especially for the tablet PC, is the so-called "executive" market space... supposedly filled with millions of harried highly placed managers in suits, running around all day, wanting to carry around an over-sized $2,000 electronic note-taking machine. Right... For the record, if there even is such a commercially viable market space, it is already hugely a Wintel customer base. And, since a tablet will tend to be an adjunct machine to one or more Wintel PC's already owned by a customer, there is very little hope that Apple could find any substantial numbers at all in that space.
Apple knows this reality, as they are very capable of doing simple market research. So, there will not be a stripped down handheld coming from Cupertino, nor will we see a heavily bloated "tablet" of the type being promoted from Redmond.
That leaves either (A) a full-blown, OS X running mama of a handheld Mac.. or (B) a smallish, stripped down thin-client style tablet, as reasonable Mac products... as neither would bump head to head with the Wintel hegemony, or with the entrenched vertical application space. Either would tend to find its own, new, unexpected market.
I continue to get odd comments and facts from OEM and ODM sources upstream from Apple that don't fit with present products, at all, but that do (or could) fit with some new, smallish, carry around product.