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Patrick Moorhead, president and principal analyst at Moor Insights & Strategy, is bullish on HP's prospects for ElitePad 900 in businesses but thinks HP will need to raise its profile on the consumer tablet space.
"HP has some winning designs. Anyone in enterprise IT considering an iPad rollout needs to reconsider with what they have brought to the table here," Moorhead told CRN. "My concern is around the consumer strategy, which from a revenue and profit standpoint is miles ahead of what commercial tablets would bring."
HP's answer to consumer tablets is the Envy x2, a Windows 8-based convertible notebook that is expected to arrive in time for the holiday shopping season.
The Envy x2 will be going up against Microsoft's Surface tablet for consumer market share, but last week, Todd Bradley, executive vice president of HP's Printing and Personal Systems unit, told Wall Street analysts HP isn't worried about the implications of competing with its longtime partner.
"Look, Surface doesn't really enter into our thinking a great deal at all," Bradley told analysts. "It's a very limited product with limited distribution. I think it was an attempt to showcase what Windows 8 will do on a tablet."