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Well, If I were an OEM making a tablet, I would be very happy about today's announcement. The only thing surprising about it was the total lack of surprises. Everyone's been expecting basically a large iPod touch with books in its app store. That's exactly what they got, and it doesn't even have that many books either, with only a few publishers signed up.

So if I were making a tablet, the iPad we saw today would be what I'd consider best case scenario. Do you think the cell phone OEMs felt that way when they saw the first iPhone? My guess is their reaction was quite the opposite. Guys at RIM and Motorola were probably like "holy shit, I didn't know a phone could be this good at web surfing." They still weren't going to shut the company down and give the money back to investors due to pricing and single carrier, I'm sure, but they undoubtedly weren't happy because what they saw was probably a lot better (or at least different) than they expected.

So the point is, the iPad is what they've been planning around since the rumors started picking up steam forever ago. I think if the JooJoo or any other pad doesn't make it to market, it won't be because of what you saw today.



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