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Uncertainty Over HP's PC Group: Who Stands To Benefit?

When HP last month said it is evaluating alternatives for its Personal Systems Group (PSG) business, including a possible spin off or sale, it created uncertainty among partners and customers but opportunity for competitors.

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HP's distraction over how to handle both its PSG business and its WebOS business can only be good news to Apple.

Apple has been able to command premium prices for its MacBook portable PC line thanks to the Apple brand and design cachet. However, HP sports some of the best portable design capabilities outside of Apple, and so turmoil in HP's PC business takes the pressure off Apple's MacBook.

Taking WebOS out of the competitive mix -- however temporary -- is even better for Apple. Despite that fact that the iPad has an 80-percent share of the tablet PC market as measured by analyst firm Strategy Analytics, the combination of WebOS and the TouchPad was very much a strong potential competitor, especially in the business market.

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