Earlier quoted context omitted.
I don't think it came to the market too late. It had a lot of potential to be a solid #3 competitor in the mobile space behind Android and iPhone. I think their main problem was their crappy hardware they put the OS on.
Don't forget RIM and Blackberry in that list.
RIM has most of it's market in enterprise's and that certainly won't be easy to crack so in the short run I expect that RIM will remain top of the heap. But in the 5+ year horizon HP certainly has the relationships with enterprises through it's server sales to get their foot in the door and start shifting that mindset.
Apple will always have it's core (pun intended) of ardent supporters, but most of them already have the iPhone. The fact that they lost market share in the second quarter demonstrates that.
Android has such a diverse set of hardware vendors using it that it is destined to eventually take the top of the market.
In the short term 2-4 year horizon I don't see anything really changing except Android continuing to inch it's way up the ladder. In the long term iff HP/Palm manages to get some great hardware out it could move up as well but they really need to execute to make it happen.
*disclaimer: I have carried a Palm branded product since the Palm Personal (1995 IIRC) and currently carry a Palm T|X and a dumb phone. My preceding comments might be colored by my loyalty to the brand but I still haven't jumped to the Palm Pre yet.
ComScore info here: http://www.comscore.com/Press_Events/Press_Releases/2010/9/c...