TightWind is written by Kyle Baxter. Stay Hungry. Stay Foolish.

Jay Yarow comments on Microsoft canceling the Courier project and HP canceling their Windows 7-based tablet:

This is terrible news for Microsoft. Windows is Microsoft’s biggest profit driver, and if the consumer computing industry moves toward tablet computing — where Microsoft is quickly becoming a nobody — it could be in trouble.

While Apple is selling a ton of real, actual tablets, Microsoft doesn’t even have one in the pipeline. Ouch.

Apple is creating a new market while their competitors are still trying to design a product, let alone get it to market.

Just like the iPhone, this is working out exactly how Apple wants it: they are (1) taking a strong market share position, and most importantly, (2) are defining what the new device is. Their competitors are playing on their terms.