This post is not meant in any way to be alarmist, but merely to pass on information we are seeing about one of the key Tablet PC and UMPC manufacturers we follow. It looks like there are some interesting things going on at Fujitsu on the business unit level at Fujitsu.
Fujitsu looks to be selling off its hard drive business, possibly to Western Digital, and also perhaps doing the same with its consumer PC business as well. Speculation is that Lenovo might be taking that over. Again, we’re seeing reports of this and have no real confirmation. That said, given the uncertainty in the financial markets, I wouldn’t be surprised to see other shifts like this with companies we know and follow.