Tuesday, August 23, 2011

HTC, Dell Hedge Bets Between Android, Windows Phone

Michael Dell

HTC and Dell said this week that the two companies are placing their bets both on Google and Microsoft in the phone and tablet space, following Google's shocking announcement to buy Motorola Mobility.

Both companies, however, appeared to hedge their bets and not give any exclusive commitment to either OS supplier, as expected in the wake of the announcement.

On Friday, HTC chief executive Peter Chou told The Wall Street Journal that the combination of hardware and software, including apps, made Google's mobile Android OS a solid bet. But he also identified Microsoft as a partner as well.

"It's not the operating system, it's the ecosystem," Peter Chou told the paper. "We think we can find a way to differentiate to add value, but at the same time leverage our partners, Google and Microsoft, since we have such a great relationship with them."

Google stunned the mobile computing world with a $12.5 billion plan to acquire Motorola Mobility, a move that drew robotic statements of support Google's partners, and, later, news of a shareholder suit.

Dell's Michael Dell also leaned toward Android in remarks made following the company's earnings announcement earlier this week. When asked by Sharon Cross of Cross Research how the acquisition might change Dell's view of the mobile landscape, Dell demurred somewhat.

"Well, sort of early to say, because I don't think Google has – obviously haven't finished the transaction and they haven't said a whole lot about it, but I think certainly patents play a big role here and having Android with a stronger ability to exhaust patent claims against it probably sets up an interesting competitive dynamic," Dell said. "We're still quite interested in Android. I'll also tell you that our early work on Windows 8 on the tablet side looks to be pretty encouraging. So, we think it's shaping up to be a competitive environment. I don't think beyond those two that there are viable alternatives that make sense. So, there is a lot of other noise out there in the market that I don't think will amount to much of anything.

Dell was equally outspoken about HP's stunning decision to potentially exit the PC business, tweeting " "If HP spins off their PC business....maybe they will call it Compaq?


Source:http://www.pcmag.com/article2/0,2817,2391452,00.asp?kc=PCRSS05039TX1K0000762

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