RIM is lookng big global picture.
The smaller form factor is an advantage in high growth Asia and China where people tend to be of smaller stature, smaller hands etc... Also if I'm a business person who'll be forced to carry both a laptop and a tablet in my travels, the smaller, lighter tablet will be more attractive in my shoulder bag.
2011 is going to be a year of tablet which means there will be a lot of tablet products launching in 2011. Who's going to stay for another year? Maybe, Carlson is right. Maybe, the one who can build a niche feature with a reasonable price will stay. Or tablet's market will just be like another laptop market. There are companies who build quality product and there are companies who build reasonably priced product. In any cases, consumers benefit.
Nvidia's Tegra 2 also has a dual-core ARM Cortex-9 and what Nvidia calls an ultra-low-power GeForce GPU that offers "outstanding mobile 3D game playability and a visually engaging, highly-responsive 3D user interface" according to Nvidia. It's a 40-nm chip.
I'm sure TI plans to move down to 32- or 28-nm, but I'm not sure when.
Impressive design win for TI. The UI of the playbook from the demos seemed pretty smooth. But how does it compare with Tegra 2? IIRC 4430 has powerVR graphics compared to Tegra's nVidia GPU,which is supposedly better. Also why 45nm? Qualcomm is rolling out 2-core snapdragons @ 28nm. IMO TI should do the same.