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Atwood's thesis is that the new iPad improved on those things that make tablets useful.

I agree with him that the updated display is the killer feature. But you have to give props to a high performance wireless network architecture too.

That being said, two tablets with identical specs, I prefer an Android tablet and a more accessible ecosystem, the problem for Android right now is the R&D and supply chain investment competition. Ten manufacturers each investing 10 million in their tablet design is not nearly as efficient as one person investing 100 million in their tablet design.

I keep hoping Google will address that issue by providing hardware/manufacturing R&D but it isn't one of their core competencies. When I worked there folks would call me to get in introduction to the folks designing the next Android phone, I'd chuckle and explain they had to go talk to Motorola or HTC. Perhaps now with their Motorola acquisition they will be in a place to make that investment, time will tell.



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