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I am certainly not suggesting the iPad sales team are even going to notice that Android tablets are in market in 2010.
The analogy of the 87 mp3 players vs iPods is flawed on two counts. One, there are a lot of people consuming music on mp3 players that are NOT by Apple; and two, Android tablets from very diverse manufacturers will share a common OS and app store.
Android smartphones will probably surpass Blackberry in 2010; they have already done so vs Apple iPhone. Those phones also share the Android tablet app market (same model as Apple). The big loser in all this is Microsoft and Windows 7 which rightly ought to be available from all the usual suspects by now. And, MS has fumbled the smartphone market leaving it effectively sidelined.
Since Amazon will be on Android with its Kindle ebooks, and Apple will not, Apple will again leave itself exposed on the ebook front. The impact on Apple is relatively minimal since they really aren't in the static text ebook game. But Amazon, B&N and Kobo (and maybe Sony) are and Android helps all three with Apple on the sidelines.
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