Of course it's speculation, and nothing but, unless suddently, there has been a huge leak so TechGC's buddy has all the info.
If I said I had a friend who said he knew a guy that says Apple will be the PDA, would you believe me? I certainly hope not.
I don't believe it takes a rocket appliance to figure out that there are some very big names kicking our tires, since, that is how they became very big names. Furthermore, they'd be foolish not have a look.
It disturbs me that these things get posted here.