I think the hardware OEM is pretty immaterial - the real question is will Android (whatever they put in there) be up to snuff? If Google can get that right, then I think there are plenty of OEMs who can screw together a reasonable machine.
It's the OS that makes the iPad great. That is where the problem lies for OEMs. None of us really know how far along Google are (as soon as Android is ready to go on this form factor - the OEMs won't be far behind).
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