CEO Peter Cho talks up HTC's loyalty, says no Android on the HD2

Glad to hear that someone is making Windows Phones a priority, and not just dumping it. Wish they would sell unlocked phones directly from them.

I'm not sure what Microsoft has up it sleeve but they need to not only accellerate WM OS development, but they need to have an answer to Google Voice and Maps - StreetView functionality. Google is using these services as differentiators and their search marketshare to drive OS adoption. iPhone has more to lose but still has iTunes as a differientator. Frankly, I think these two should need oversight from antitrust watchdogs and regulated as Microsoft has been for the last several years. Until then, Microsoft needs services that differentiate Windows Mobile.

Peter Chou is a rather flamboyant speaker, somewhat in the same vain as Steve Ballmer. But as a standalone statement, this one is a bit odd.

HTC is a hardware manufacturer, and you aren't successful long if you ignore potential markets, especially those you can exploit for almost no additional cost. Right now, whether your a fan or not, phones running the Andriod OS represent the fastest growing segment of the market for smartphones. HTC has the early-to-market advantage, why wouldn't it follow up with it's best hardware, especially if it's already coming off the assembly line? The only possible downside for HTC is that gains by Android (or Windows Mobile) might cannibalized sales of Windows Mobile (or Android) phones. However, that risk is negated since the OS mixed can be adjusted at the time of manufacture. HTC can just sit on the fence and let the marketplace decide. We can be sure that HTC's competitors in the Android space aren't going to be holding back like this. If I was an HTC shareholder, I'd be shaking my head at Chou's comments.

And one more thing: something that I heard many times before so it's not my original observation. HTC business model up to this point has been to adopted a particular hardware chipset, until recently the Qualcomm 72xxx, and built it out in virtually every variation imaginable. So we get the same basic phone with a touch screen, a fixed keypad, a slide-out keypad, a slide-out keyboard, a folding screen, with WiFi, without WiFi, a 2M/pixel camera, a 3.5M/pixel camera, a 5M/pixel camera, etc., etc., etc.

Reminds of when my Mom would make cookies; she would roll the dough flat into a tray and the take cookie cutters of different shapes, and start stamping...

The technique work for my Mom. It works for HTC too.