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