"The researcher highlights HP, now the owner of Palm and the latter's WebOS software, as Apple's main rival, not Acer. Like Apple, HP is in a position to play the vertical integration of software and hardware card, in order to fend off commoditisation, maintain margins and avoid offering vanilla products like everyone else."
If HP fails to attract developers to provide apps for the WebOS, how's the vertical integration of software and hardware will help? Ask that to Palm...
"We should also point out that even if Apple's market share does follow the trajectory outlined by Wang, that's not necessarily a bad thing. For the next few years at least, the tablet will be a new market, with growing sales. All will benefit."
Oh, I see, projecting declining market for Apple is forbidden or suffer the consequences. How, if it happens, losing market share is good for Apple and turn to be a good thing to the other makers too? Some paragraphs earlier it's said that tablet en mass will be bad for almost everyone except Apple? Don't get it, sorry.
"And while, in that scenario, Android takes the lions share of the platform market, it's unlikely any of its supporters will dominate the vendor chart, leaving Apple at the top. We think Jobs and co. will be happy with that."
Jobs and Co happy for being the only, if it happens, vendor of iPhads, but their market share plumbs, say, to 20%? That would means 80% of tablet sales not reaching their pockets. Oh, right, that 80% will be shared by 4-5 makers...yeah, Jobs and Co would be very happy with that...right...