Could HP Push webOS as a Premium Alternative to Android?

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Hewlett-Packard CEO Léo Apotheker says licensing webOS to third-party handset manufacturers is something the company would certainly entertain. But should it? And under what conditions? In a client note this week, Global Equities Research analyst Trip Chowdhry makes the case that it should, and comes up with some interesting scenarios to support that argument. He says that Sony, Motorola and Samsung are growing disillusioned with Google's Android OS. They feel there's too much fragmentation and too little differentiation among Android devices and that companies producing low-end handsets are collapsing the premium market they'd most like to play in. "They're starting realize that their Android devices [are no different] in the eyes of the customer [than a] $20 Android Phone from Huawei," Chowdhry says. "They're worried that Android may dilute their global brand as customers put them in the same bucket with Acer, Asus, ZTE, Huawei, and MediaTek."

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