Shane
I think you will see big intellectual property battles ahead in the mobile space - phones and tablets. Too big a market and too little differentiation between most of the devices. IP + Apps + Supply Chain (components and costs) + Cloud Services will be the game for awhile. Right now, Apple is winning in three with tablets and are about to launch the fourth this fall. In one year, there are more game subscribers on iOS than all of Microsoft xBox. Network effects in action. Plus they are winning in PROFITS in tablets and phones. That suggests more than the ecosystem the true value exchange they are providing. I don't know Festool profits, but I'd bet that Festool is capturing a larger profit share than market share in the tool market. Similar philosophies - different markets.
I just saw an article by David Pogue (NYT) where he was talking about the launch of HP's new tablet with fewer than 200 or so apps. He started asking around about apps for Android, and could not get a firm commitment from anyone on tablet-optimized apps. He kept digging - in Amazon marketplace, Google PR, and other sources. His conclusion was it was around 232 apps for Android Honeycomb. If software drives hardware, that suggests a steep curve is still ahead for Android tablets.
Choice in hardware can be a good thing, or it can paralyze the market when there are no established standards for software. Google is trying to rein in the differentiation by device / carrier to better standardize their experience for phones and tablets. Many want to see higher resolution displays, more device connectivity, etc. That fractures the app platform even more.
Pogue's column is here -
http://pogue.blogs.nytimes.com/tag/honeycomb/
I have an iPad - works great for most things - plenty of apps, plenty of third part support via the 'system' - I bought into the Festool 'system' and I think Apple is well down the path on similar benefits. Android may get there in tablets, but not without some bumps in the road. And I think IP will be a key battleground. The Nortel auction proves that deep pockets drive strategy.
Anybody here waiting for Porter Cable to develop a Festool compatible saw, table or router?
neil