Speaking of Gruber, his take on the HP/Android situation matches mine. Quoting Taylor Wimberly, John writes:
It’s a bit of a Hail Mary pass for HP, which has fallen years behind its rivals in the mobile space. It’s also a big win for Google, which adds another powerful partner to the Android ecosystem.
And a loss for Microsoft. This might add some context to Microsoft’s recent investment in Dell — HP seemingly doesn’t see a future in Windows or Windows Phone.
Microsoft’s stake in the recent Dell buyout is starting to look pretty defensive.