Some of the better Android tablets should be competitors since they're going to be sporting much better specs than the iPad when they're released. The Notion Ink Adam will have a PixelQi display.
I'm sure you're right. Some of these Android tablets should be cool devices, definitely worth checking out. I'm wondering, though, how any of them can attract much attention, since they'll probably all be hitting the market within a few months of one another. It will be pretty easy to get lost in the crowd -- especially for products made by smaller companies with limited advertising budgets.
HP does have an advantage here, being a well-known brand and also a huge company with the finances to heavily promote its products.
Some of the makers of Windows tablets will also be large companies, like Dell. But then again, they're going to be selling a slab running Windows, and I'm kind of skeptical that consumers are going to be very excited about that.
It just seems to me that's what's about to happen is that 15 or 20 or 30 new tablet devices will be clamoring for attention, struggling for name recognition. And on the other side, there will be 10 million iPads already out there in people's hands, with a simple name that everybody knows.
I think HP has acted shrewdly and decisively so far: first by snapping up Palm with its mobile operating system already in place, and then by dropping the albatross of the Windows-based Slate. I still have trouble imagining HP transforming itself into a nimble mobile-device competitor on the field with Apple. But at least they're striking out on their own course.