There is a very interesting observation about “Hardware Companies Will Have To Quit The Tablet Market In 2012“. The basic premise of the argument being content providers can undercut on hardware price and make it up via content sales. Which means Apple, Amazon and Barnes & Noble are perfectly poised while the HPs and Dells of the world will struggle.
Which leaves me wondering about Android and Windows 8 tablets. Neither Google nor Microsoft makes hardware. But they have content. Will it mean that they will also have to get into the hardware game? Or at least start sharing some of their content revenue with their hardware partners?
Interesting times ahead.