I don't think the market for these things is huge as he suggests. Why would anyone buy a non-Apple touch or tablet device? I can see the argument for smart phones from different vendors, but not for these causal computing touch devices.

And this is coming from someone who has never paid a cent to Apple. I haven't drank the kool-aid but none of these touch devices appear to really be competing with Apple. They look like they are struggling to catch-up. These devices always have some combination of a bigger price tag, buggy interfaces, crappier specs, and/or way less software available.

I'd rather see these other vendors go a completely different direction. Microsoft releasing an iPad clone this late in the game would just be embarrassing. The Kinect was a good response to the Wii. The Playstation Move was not. (I'm making assumptions here since I'm not a gamer. I have no idea whether the Move/Kinect are successful or not.)