MojoKid writes: "Microsoft's Surface isn't just an attempt to take on the iPad or an articulation of MS's independent design philosophy — it's a fundamental threat against the OEMs who've spent decades as Microsoft's partners and collectively destroyed the industry's perception of the PC as a high-value product. The adversarial roots run deep. Microsoft didn't tell its partners about Surface until three days before the event and gave only the most minimal details on the product. Only the largest vendors even got a phone call; Asus and Acer, the 4th and 5th largest PC manufacturers worldwide, have stated that they had no idea anything was coming. For OEMs who have spent decades working in lock-step with Redmond, that's deeply unsettling. If Surface heats up, other OEMs have two stark options. They can continue their race-to-bottom, devouring each other in consolidations and acquisitions until only the brand names are left and every PC component and system has been outsourced to Malaysia — or they can start building names for themselves as innovators."
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