The winners and losers are already being sorted out following the decision by Microsoft Corp. (Nasdaq: MSFT) to launch its own tablet PC. Many industry observers say the software giant's OEM customers will be the direct losers. Others say Microsoft itself may regret its move, which is likely to irritate its PC partners.
Whatever the case might be, the decision obviously has strong implications for the electronics component procurement and manufacturing segments. After seeing rivals like Hewlett-Packard Co. (NYSE: HPQ), Research In Motion Ltd. (RIM) (Nasdaq: RIMM; Toronto: RIM), High Tech Computer Corp. (HTC) (Taiwan: 2498), and even Samsung Electronics Co. Ltd. (Korea: SEC) fail to make a dent in Apple Inc.'s domination of the tablet market, component vendors are bound to hope a new competitor would be more successful in taking on the world's most valuable consumer electronics company.
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