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Google's (NASDAQ:GOOG) November Assault on Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL)

It is easy to be blinded by the recent high-profile gadget launches of Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL).

Microsoft has shown different versions of Windows 8 for smartphones, tablets and PCs, which it will begin shipping around Oct. 26. Apple delivered the iPhone 5 along with new software for all of its hardware form factors.

Lurking behind the scenes, however, is Google (NASDAQ:GOOG), which I believe will unveil a bevy of products to compete very strongly against Microsoft and Apple. I believe these products are likely to be announced as early as October, and would be available in U.S. retail within approximately 30 days thereafter -- basically, by Thanksgiving.

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These products based on Google software will fall into three categories: PCs (laptops and desktops), tablets and smartphones. Let me describe them in turn:

1. PCs

Several PC brands that may be guarding themselves against a consumer and/or enterprise backlash against Windows 8 are likely to start producing Google PCs imminently. Samsung (KRX:005930) and Acer (TPE:2353) are already in production, but one can envision others joining this bandwagon.

I view Lenovo (HGK:0992), Asus and Dell (NASDAQ:DELL) to be the most likely ones, but others are also possibilities, including Hewlett-Packard (NYSE:HPQ), Sony (NYSE:SNE) and Toshiba (TYO:6502), just to mention a few.

At the time of publication the author had positions in GOOG, AAPL and MSFT.
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