Apple's
The not-so-great, but different, tablet
Sony
Sony once had the iPod of the 1980s with the Walkman, and I believe its prospects of owning another generation of consumers greatly increased now that it proved it can build something (however inferior) that doesn't copy Cupertino's construction. More variation in tablets not only gives consumers more choice but also gives Sony more business opportunity.
Not iOS, not Android
Microsoft's
As recently as 2007, Microsoft dominated the mobile smartphone industry with 42% market share, and there's no reason it can't repeat that feat, especially with its novel operating system that diverges from Apple's classic application layout. And not only does it give Microsoft a better chance of competing, but it also offers consumers a choice to break away from Apple's ecosystem.
It's only a matter of time
Right now, Apple sits at the top of style, functionality, and consumers' minds. But other companies are finally breaking free from the mindset of mimicry, and it will take just one hit product for consumers and the market to realize Apple isn't the only consumer-electronics maker capable of a good product. And yes, while there is still room for Apple's imitators, like the line of Ultrabooks that Intel
It will still be awhile before anyone topples Apple, but Apple isn't the only company getting rich from the move to mobile computing. To reveal three other stocks poised to profit from tablets and phones, read our free report: "3 Hidden Winners of the iPhone, iPad, and Android Revolution".