HP’s Todd Bradley, Executive Vice President of Personal Systems and formerly CEO of Palm, was interviewed by Jon Fortt at CNBC. Fortt asks some great questions which mostly get woolly answers, but did get this statement from Bradley:
We will not do a Linux, Android phone. We won’t do a Microsoft Phone … we’ll deliver webOS phones.
I will be interested to see if HP sticks to this commitment. HP is Microsoft’s biggest customer and huge in business systems, but that does not necessarily mean it can make a success of a mobile platform on its own.
Mobile platforms stand (or fall) on several pillars: hardware, software, mobile operator partners, and apps. Apple is powering ahead with all of these. Google Android is as well, and has become the obvious choice for vendors (other than HP) who want to ride the wave of a successful platform. Windows Phone 7 faces obvious challenges, but at least in theory Microsoft can make it work though integration with Windows and by offering developers a familiar set of tools, as I’ve noted here.
RIM Blackberry is well entrenched in the Enterprise and succeeds by focusing on messaging and doing it well. Nokia and Intel will jostle for position with MeeGo.
It is obvious that not all these platforms can succeed. If we accept that Apple and Android will occupy the top two rungs of the ladder when it comes to attracting app developers, that means HP webOS cannot do better than third; and I’d speculate that it will be some way lower down than that.
You have to feel for HP, which has supported Microsoft’s failing mobile platform for many years – with the occasional lapse, remember when it became an OEM vendor for Apple’s iPods? – and now has decided it cannot rely on the company in this area. That is understandable. However, HP is heavily invested in Windows. It may be choosing just the wrong moment to abandon ship; or it may find that doing its own thing with webOS is no better. Google Android would have been a safer though less interesting choice.