A few more alea thoughts:
1. Dell will merge with Blackberry to form a business equipment behemoth. As Blackberry fades in the face of Android and MS' integration of phones and PCs, then Dell may well pick it up for its customer base and offer a Blackberry-flavoured version of Windows 8 to its customers. Key partner for Wave as it enters the phone marketplace.
2. Samsung provides a medium through which Android, Windows and Apple OSs all operate in one form or another. Building trust through Samsung makes sense in the PC, Tab and phone marketplaces. Especially in the consumer vertical. I wonder if perhaps Samsung will swallow Nokia. Maybe they will just leave it to die. Wave is already involved here.
3. Apple will continue to occupy its space in the marketplace. If they are looking to enter the government market and the government insists on use of TPMs, there's a nice opportunity for someone to build trust into their equipment.
4. Google will have to deal with the threat posed by MS excluding virtualisation on Windows on Arm platforms. Via Windows 8, MS seems to be trying to create a continuous OS fabric between different types of equipment. But Windows on ARM will promote particular advantages for people working with Windows platforms. To me this looks like it begins to exclude Google and/or their strategic opportunities from the marketplace by architectural means. This has been MS method in the past and it is pretty effective. I think this means Google will have to think of some sort of hardware partnership/merger in the PC space so as to keep the marketplace open for their products. HP is the most likely candidate, in my view. Google has already done something similar in the phone business, buying out Motorola's phone unit. So they will insist that Android on ARM platforms include virtualisation. Or exclude it.
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