Jeff Orr of ABI Research was one of my go-to analysts when I covered netbooks and tablets in my past life as a tech reporter. So I was pleased to speak to him again last week and get his thoughts on where tablets and other mobile hardware are headed next year. Here are eight of his predictions:

1) Consumer tablets (iPad, Galaxy Tab, etc.) won't kill the rugged device market. Bulky, ugly, but tough as nails, a few million Windows-based tablet PCs are bought every year for military, field service or health care use. Drop them off a moving truck, expose them to a swirling sandstorm, spill fizzing beer on their keyboards - no problem for these ruggedized, miltary-grade devices.

The biggest chink in their armor? Their price. Vendors such as Panasonic and Motion charge between $2,000 to $5,000 for their gear. Even 'business-rugged' devices from Lenovo and Dell tend to start for at least $1,000.

That makes them all vulnerable to $500 tablets like the iPad, BlackBerry PlayBook and others. With their huge and growing selection of apps, and the option to add a military-grade case, won't companies just go the consumer tablet route?

Orr disagrees. "The reality today is that enterprises are evaluating the iPad because they have to, not necessarily because they want to," he said. Rugged devices still have some advantages over consumer ones: swivel-around keyboards, larger screens, more enterprise apps, even a bigger selection of add-ons (vehicle mount, anyone?).

However, Orr does believe that rugged tablet makers will start switching from Windows to Android to remain cost-competitive, some doing that sooner than later.

2) On the other hand, consumer tablets will dominate over enterprise tablets like the Cisco Cius and the Avaya Flare. The latter products will vary greatly in size - 7-inches for the Cius, 12-inches for the Flare. Both will, according to Orr, "serve a purpose not addressed in the enterprise today": a communications device optimized for quick videoconferences or tele-meetings with co-workers.

At the same time, "that's not the market opportunity," said Orr, adding that "it's a bit of a distraction to call them a tablet, since they aren't intended to be a companion device."

3) Microsoft won't port Windows Phone 7 to tablets. Orr calls the new smartphone OS "really crisp." But he doesn't expect Redmond to bring it to tablets the way Google is doing with Android, pointing to its very name as a strong signal of Microsoft's segmentation strategy.

Not that he is so high on Microsoft's current tablet strategy. "It's still a bit elusive," he said. "They've been making tablet PCs for a decade now, but the UI (user interface) still needs help." On when tablets will eclipse netbooks, Orr says he "doesn't see a cross-over point."

4) ARM will continue to reign in the near-term. Consumer tablets based around Intel's Atom CPU may start arriving next year, but Orr thinks an actual invasion of Atom tablets "will be slow in coming...there will still be many ARM vendors versus a few Atom-based ones. I'm not too bullish [about Atom] next year."

5) Dual-core CPUs won't dominate in 2011. The ARM Cortex A8 is the dominant mobile CPU today, used in the iPhone 3GS/4, the iPad, the Motorola Droid/Droid 2/Droid X, and others.

That won't change next year, says Orr, despite RIM's apparent promise to release a dual-core PlayBook for under $500 early next year. Orr does expect some manufacturers, especially business-focused ones, to join RIM and release tablets running the multi-core Cortex A9, just to push the market forward, though.

6) On operating systems: Google Chrome could be a "really interesting play" on tablets because of its instant-browse capability. RIM's QNX operating system for its coming PlayBook, meanwhile, won't "be that much of a departure from what RIM already has."

7) With a tough economy, $500 tablets will become a popular 'family gift' this Christmas. While tablets are still a luxury, "I get the impression that people are looking for a bit of good cheer this year," he said. To compromise with the uncertain economy, families will buy tablets as collective gifts.

Orr expects 11 to 13 million tablets to be sold this year, putting him at the bottom of analyst estimates. He remains relatively cautious next year, too, forecasting 22 million tablet shipments.

8) Netbooks will still outsell tablets for the foreseeable future. Rampant tablet bulls like Digitimes Research are predicting that tablets could outsell netbooks as early as this Christmas quarter. Not Orr, who is forecasting 43 million netbooks to be sold this year, or 4x his tablet forecast.

Netbooks "continue to grow at a very respectable rate. It's not the same as the last two years, but there's no decline," he said. By 2015, when Orr expects 80 million tablets to be sold, netbooks will still be ahead. "I don't see a cross-over point," he said.

Procrastination. I suffer from it, you suffer from it, whole organizations suffer from it. How else would you explain the many enterprises that are drowning in employee-owned smartphones and tablets yet have managed to avoid deploying Mobile Device Management (MDM)  software, despite the increasing threat of data  loss and theft?

According to a Yankee Group survey released earlier this week, 59% of U.S. enterprises said they allow personally-owned devices on their network, even though they don't take any steps to manage or secure them.  Verizon Business made an announcement earlier this week that erases one more excuse for organizations dilly-dallying about mobile device management (MDM).

The operator added a fifth module to its managed mobility service. This one lets enterprises create their mobile business apps once, and run them on multiple smartphones  and tablets with little to no rewriting required.  Platforms include iPhone, BlackBerry, Windows Mobile, Windows and, soon, Android.

Launched 14 months ago, Verizon's service was mostly based on my employer's market-leading Afaria software (or to paraphrase the movie Swingers, Sybase is "the guy behind the guy").

Even at that time, Verizon already had what  Yankee (free registration required) called the "leading carrier offer" because of its comprehensive-ness: telecom expense management, logistics, device management, security and consulting.http://www.yankeegroup.com/ResearchDocument.do?id=53376

That's the downside of some other telco-offered services, and cloud-offered solutions in general.

"The importance of a well-orchestrated solution shouldn’t be  underestimated, as some leading solution providers report that roughly  20-30 percent of customers take the full suite rather than just one or  two elements," Yankee said. "They also indicate that the percentage of customers  purchasing entire suites grows each quarter."

Of course, compromises with cloud can be ok. Google Docs doesn't have Microsoft Office's bazillion features and that works for many users.

Enterprises will migrate to managed mobility services that offer strategic, not simply operational, benefits, says Yankee Group.

But cross-platform enterprise app development is quickly morphing from a nice-to-have to a gotta-have feature.

According to Forrester Research, 63% of corporations are either deploying mobile apps or planning to in the near future.

Verizon has solved that by enlisting the capabilities of the Sybase Unwired Platform. That makes managed mobility powerful enough for most enterprises and certainly most startups and smaller firms, while delivering all of vaunted upsides of cloud: low cost, low pain.

Don't be confused by offerings that look like managed mobility, but are really traditional on-premises software offered by operators, like this AT&T-MobileIron deal.

Of course, Sybase still believes strongly in the on-premises market for MDM software.

Our Afaria has led that market for the past 9 years.

But managed mobility democratizes sophisticated MDM the same way Salesforce.com made powerful CRM tools available to one-man startups for the first time. It is also "gaining momentum and will play a more strategic role in enterprises over the next three years," opines Yankee.

That's why Sybase is supplying our mobile management expertise to other service providers, including another huge telco, Orange, Veliq, and, most recently, Symphony Services Corp.

When I think of Gartner, I think of high-priced consiglieres for CIOs or authors of sober-but-influential reports (though their recent mobile device forecasts have, say some, put them in the oh-so-breathless camp).

I don't look to them for snarky rants - that's what bloggers (like me) are for.

Gartner VP and collaboration analyst Craig Roth, however, hit a nerve, with his blog post today, 'Not Sent From My iPhone.'

E-mail signatures like the iPhone's default 'Sent from my iPhone' were a small apology-by-way-of-explanation why the sender's e-mail reply to your 30-page memo/PowerPoint would sound rushed, miss key points, and be filled with typos.

It also implied that the sender would send a much better reply upon his/her return to the office.

But with reading e-mail on our smartphone or tablet becoming the New Normal, not the exception, Roth suggests what you actually need is an e-mail signature for the increasingly-special cases when you are actually desk-bound, reading Microsoft Outlook.

I enjoyed everything from its thin-skinned opening - "I just happened to be using my desktop today and I see nothing wrong with that" - to its fake apologies - "if I didn't get every nuance of your carefully-crafted, multi-point missive, then it's your own darn fault...if my response is terse and doesn't fully address all your issues, it's because I don't want to."

Roth points out a real truth: while sitting in front of our "15 lb., 2 foot tall, 6 year old steel brick of a PC" and large, multiple screens should give us the ability to craft more well-thought-out e-mails, we aren't necessarily going to want to.

In today's Attention Economy, time and brain cells, not money, is the scarce currency of the Information Worker. When your smartphone is already conditioning you to treat e-mails the same as text messages, is there any way to fight that?

This is neither positive nor negative, it's just part of the same unstoppable trend why I gave up in-depth, 1,000 word+ articles for 300-word blog posts (well, mostly)

The dearth of serious mobile business apps has been a potent argument by skeptics who question the usefulness of smartphones and tablets in business. It's also a rapidly weakening one, as a recent Wall Street Journal article shows.

"Wireless apps aren't just about slingshotting birds or drinking virtual beers anymore. Increasingly, businesses are getting in on the craze, too," according to the article, which cited several interesting examples:

- Aflac, which built in-house a dozen different mobile apps to its 70,000 sales employees, according to the Journal.

- Life Technologies Corp., a biotech tools maker which has 400 salespeople and executives using iPads and a mobile BI app called Roambi to display its sales data in interactive charts.

- General Growth Properties, a mall operator, which built a survey app for its iPad-toting surveyors to use.

Here's another example that the Journal didn't point out: telecom equipment maker, Tellabs. It has custom-built a warehouse-shipping app for the iPad using the Sybase Unwired Platform that connects to its SAP-based data.

According to a video that Tellabs posted, the iPad app sped up the time to approve urgent and unusual shipments by nearly two-thirds.

Apart from Roambi, the common thread that runs through the above apps is that they were built by the company's own developers, presumably at a high cost in money and time.

All of this has happened before, all of it will happen again: ISVs have til now been largely unwilling to build packaged mobile apps for the enterprise market until they saw enough devices in the hands of workers.

Now that that is true - see Gartner's report today that 1 in 5 mobiles sold today is a smartphone - business app makers are starting to build them.

Any high-tech veteran has seen the large-scale transition from custom  to pre-packaged  before. The best example is probably the shift from  custom enterprise  server apps to packaged ones in the 80s and 90s.

My employer Sybase/SAP has already built two mobile apps: a sales/CRM app and a workflow/ERP app that both connect back to SAP back-ends. But we are moving aggressively to become a maker of mobile business apps, rather than primarily hawking our business app development platform, SUP.

But non-consumer apps are flowering in the education and enterprise space.  And for end users, buying off the shelf has many benefits. It lowers the time and money for companies to deploy mobile business apps. That shortens the time for companies to earn a Return on Investment (ROI).

Both of those make it easier for companies to justify a "Bring Your Own Device" strategy if they don't already have one. All in all, a nice feedback loop that will likely twirl far faster in 2011.

(Updated with Google's Nov. 17 announcement) It's soooo easy to get caught up on the latest iPad app that turns Twitter into a video game or rumors of an iPad 2 commercial being shot by a latter-day Austin Powers, and forget that most potential iPad buyers have much more basic concerns.

Like one reader, who wrote in: "I work in school administration and also work for a not for profit...I have a question and cannot seem to get a straight answer: can you use Microsoft Word and Excel on the iPad? Is there some kind of app that would allow you to access a Word doc and edit it and send it back to yourself? This is the one area that I cannot seem to really get a handle on, which in turn keeps me from laying out my 600 bucks."

Excellent question! I did a little digging around and compiled a comprehensive list of all the various options for viewing/editing Microsoft Office documents on an iPad:

1) Microsoft Office Web Apps - free, but view-only on iPad

It's not true that Microsoft doesn't offer Office for iPad users. It just doesn't have a mobile Office app. What it DOES offer is a cloud version called Office Web Apps.

Office Web Apps is Microsoft's grudging reply to Google Docs. So it's a lightweight version of Office that, like Google Docs, lets users easily collaborate on docs.

Office Web Apps lacks many of Office's bells and whistles. Most users won't find that too much of a problem, especially since Office Web Apps is free (when using Microsoft's Skydrive service to host the documents).

There are major downsides to Office Web Apps, however, as far as mobile users are concerned:

a) The only mobile devices it runs on are iPads, iPhones (and iTouches) and Windows Phone 7 devices;

b) For iOS-based devices like the iPad, Office Web Apps today offers view-only access, and only to Word and PowerPoint (though there are some rumors that this could change now that iOS 4.2 is available);

c) Despite its name, Office Web Apps is a hosted service, not a mobile app. Meaning its usability depends heavily on the quality of your network connection.

Here's a chart that ZDNet's Mary Jo Foley put up that nicely summarizes the situation today.

Side note #1: Don't be fooled by headlines like this around Microsoft's recently-announced Office 365. Office 365 offers Office Web Apps plus access to hosted versions of Outlook e-mail, Sharepoint  collaboration, and Lync instant messaging (formerly Office  Communicator), as well as the ability to download the full version of Office 2010 Professional Plus. That's nice for PC users, but pointless to iPad users, since Office can't be installed on iOS.

Side note #2: Microsoft also has something called Office 2010 Mobile. This is a full editing/viewing version of Office 2010, but it only works on Windows Mobile 6.5 phones.

Side note #3: Despite all of this, there is a way to run a full, edit-capable version of Office on your iPad. It's called application virtualization, and it requires a thin-client app such as Citrix Receiver for iPad and a server-hosted version of Office running in your enterprise data center. Alas, this is neither cheap nor easy for most IT shops to set up, which is why it remains uncommon.

2) Apple iWork for iPad - elegant, but could still frustrate the power user

Apple's counterparts to Word, Excel and PowerPoint are called Pages, Numbers and Keynote. They cost $9.99 each from Apple's App Store. Each can import and edit the relevant Microsoft Office documents.

While they don't natively save in the Office format, they can, as of September, all export documents into the Office format.

So that handily spanks Office Web Apps so far. But here's the catch: while iWork can import a variety of Office formats, it cannot export to the latest Office Open XML format used by Office 2007 and 2010. These are files ending in 'x', such as .docx, .xlsx and .pptx. That could mean an extra file save and the loss of some formatting in the process.

iWork's export to Office is mostly smooth, albeit limited to pre-Office 2007 formats.

And how smooth is the export? Skimming the reviews for the latest version of Pages in iTunes' App Store, I saw more than a dozen complaints about Pages (in)ability to export to PDF. There were only a few complaints about the Word export. Some users complained about font problems during Keynote import/export. The most serious complaints seemed to involve import-export between Numbers-Excel.

"Created a spreadsheet using Apple's Invoice template (& yes, the app gets points for looking beautiful)," went one November review. "But after exporting to Excel on my Mac, it distributed my invoice data across several different spreadsheets in Excel!!! What was once an impressive looking spreadsheet on my iPad became an unusable mess in Excel. And importing an Excel spreadsheet into the app didn't go much better."

"Was hoping to work with my excel docs in this app... No dice. Always returns errors and usually wont even open my documents...Waste of 10 bucks," went another review in the App Store. Still another reviewer claimed to encounter "15 different errors" after importing an Excel spreadsheet.

Plenty of users still like iWork, though. App Store reviewers gave iWork an overall 4 out of 5 stars, tops among the iPad productivity apps listed here.

Bottom line: Power users may be frustrated by iWork's handling of Office documents, but it may be serviceable for most everyone else.

3) Google Docs – ‘primitive’ spreadsheet and document editing

On November 17, Google announced that iPhone, iPad as  well as Android 2.2 Froyo users will now be able to edit existing text  documents, in addition to the existing ability to edit spreadsheets.  Android users get a cool new feature – the ability to edit documents  using voice commands.

Otherwise, the editing capability is, in the words of a PC World reviewer,  “appears to be primitive compared to proper office apps, with only the   ability to write text in the document’s current font, edit spread  sheets  and add bullet points…The list of missing features is still  pretty long. You can’t create new  documents, change fonts or styles,  add hyperlinks, format text, add  images, or do any other advanced  editing that Google Docs already allows  on the desktop.” So ratchet your expectations accordingly.

4) Documents To Go - does it live up to its impressive pedigree on the iPad?

This app is created by DataViz, who have proven themselves over the last decade with their Office viewers/editors for the BlackBerry and other smartphones.

For the iPad, Documents To Go comes in two versions:

- a $9.99 version that offers viewing/editing of Word and Excel documents, including Office Open XML files,

- a $16.99 Premium version that adds PowerPoint viewing/editing.

It also can access files hosted at the widest variety of cloud sources: Google Docs, Box.net, DropBox, Apple's iDisk and SugarSync. http://www.tipb.com/2010/06/06/documents-to-go-ipad-app-review/

TiPb liked the syncing features of Documents To Go, and rated it "absolutely fantastic" for the average user, though somewhat lacking for enterprise users.

ZDNet's Matthew Miller called Documents To Go "very powerful" and his personal favorite, though he noted that the app, originally written for the smaller iPhone, had not at that time been rewritten to take advantage of the iPad's 10-inch screen.

Version 4.0, released since that review, fixes some of that. However, the current version only garners 3 out of 5 stars from App Store reviewers.

Complaints include limited font support, tendency to crash, synchronization problems, poor technical support, and more (see DataViz's Documents To Go iOS forum to read more).

5) QuickOffice Connect - flexible, slick but may be missing some advanced features.

A relative newcomer (it was released in June), the $19.99 QuickOffice offers viewing/editing of Word and Excel files, and viewing of PowerPoint documents, including Office 2007/2010 docs.

Like Documents To Go, it also gives users a choice of online hosting platforms (Box.net, Google Docs, DropBox, MobileMe). http://www.tipb.com/2010/06/25/quickoffice-hd-ipad-app-review/

TiPb's reviewer praised QuickOffice's user interface and navigation features, but decried its lack of advanced features.

Laptop magazine's reviewer gave QuickOffice 4 out of 5 stars, praising its "attractive interface and ability to sync with files stored all over the cloud," but agreed that the lack of PowerPoint editing could be a problem.

App Store reviewers give it 3 out of 5 stars for the current version.

6) Office2 HD - bargain of the bunch, but how much do you give up?

At $7.99, Office2 HD is the least expensive of the choices for editing Office documents. Like QuickOffice and Documents To Go's standard version, Office2 HD lets you view and create Word (DOC and DOCX) and Excel (XLS) documents, but only view PowerPoint files.

And like the two above, it can access documents at a number of locations (Google Docs, DropBox and MobileMe). http://gigaom.com/mobile/ipad-google-docs-editing/

GigaOm called Office2 HD "surprisingly full-featured if you approach it with a  Google Docs mentality — it’s good enough for most users, but won’t  replace every function found in the Microsoft Office suite. Aside from  charts and other advanced features offered by Google Docs, the basics  are all here."

Office2 HD: a bargain for the no-frills-seeking user.

MacWorld, meanwhile, opined "while iWork may offer nicer-looking and more capable editing and  formatting options, the fact that you can use Office2 to easily access  your work documents make it a practical and powerful tool for getting  real work done." http://www.tabletpcreview.com/default.asp?newsID=1449&review=Apple+iPad+Apps+Byte2+Office2+HD+for+iPad+Review

TabletPCReview gave Office2 HD 3 out of 5 stars, faulting it for crashing a few times without any error messages, along with other more minor issues, but still calling it a "fairly decent deal".

App Store reviewers give Office2 HD 3.5 out of 5 stars for the current version.

(Updated Nov. 15 with Oppenheimer's forecast) Curious whether Gartner, IDC, Morgan Stanley, In-Stat, or some other   market research firm has the biggest crush on the tablet market? Then you've come to the right place!

I  gathered up all of the publicly-known  forecasts from the leading  market researchers and did as much  numbercrunching and chartmaking as  my limited Excel skills would allow,  in order to answer several burning  questions:

1) What firms have the highest and lowest 2010 forecasts for the global tablet market?

Global Tablet Market Forecasts for 2010
Analyst FirmShipments (in   millions)
Gartner19.5
Oppenheimer15.1
Barclays Capital15
Morgan Stanley15
In-Stat13.7
DisplaySearch13.2
IDC13.1
iSuppli11
ABI Research11

 

Smaller  analyst firms usually make the highest market forecasts,  since they  have less to risk (reputation-wise) and more to gain (in  attention)  from a boldly bullish call.

Surprisingly, it's Gartner - so huge that analyst relations insiders have nicknamed it the Borg -  that is going out most on a limb, predicting sales of 20 million this  year,  or 33% more than the next-most bullish researcher (Oppenheimer).

But Carolina Milanesi, Gartner's  guru for tablets, is unworried.

“The  all-in-one nature of media tablets will result in the  cannibalization  of other consumer electronics devices such as e-readers,  gaming devices  and media players,” she said in mid-October, adding that  netbooks will  suffer the most as tablet prices fall below $300.

Sound  reasoning, I think. However, empiricists should take note:  iSuppli,  DisplaySearch and In-Stat, which all produce copious research  on device  and PC components and thus often have very good insight into  what's  actually happening in Asia and at the channel level, all expect the  tablet market to be only about half the size that Gartner sees.

2) Did the iPad's success convince skeptical analysts to raise their tablet forecasts as 2010 progressed?

Definitely - check it out (click charts to see a larger version)

 From the beginning of the year til today, the forecasts grew 4 to 5x.  Or  put another way: tablet market forecasts in the first half of the year  averaged 10 million. After July 1st, they averaged 15 million.

And  depending on how the key Christmas season plays out, the actual market  may push past Gartner's 20 million call.

3) So how do researchers see 2011?

Everyone sees near-hockey-stick-like growth, though they vary in their final 2011 forecast:

* This is the top of the range given by ABI analyst Jeff Orr in a July interview.'Moderate' forecast, from interview with ABI analyst Jeff Orr, Nov. 12, 2010  ** Upwardly revised figures.

In table format:

 

2011 Tablet Market (in Millions)
Analyst   firmForecast
Gartner** 55
Morgan   Stanley50
iSuppli33
ABI   Research* ** 28
Barclays   Capital 28
DisplaySearch 25

4) So how about 2012 and beyond?

Analyst firms hate to  give away data they want to sell. So only Gartner was generous and gutsy  enough to put out forecasts for each of the next 5 years. It is more  bullish than other forecasts by a factor of 2-4x.

And in table form:

  
Tablet   Forecasts (in Millions)    
Analyst firm2012201320142015
Gartner** 103 154 208 
iSuppli52   
ABI Research* **    80
Oppenheimer  115 
IDC**   60 
In-Stat   58 
Juniper Research   81