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The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.



) -- According to a recent report from




could be interested in picking up



webOS business to help beef up its software platform to compete against



HP recently announced its plans to spin off its PC business and scrap the webOS software that powered devices like the



Pre and TouchPad.

In a note titled "

HP's Decision to Scrap webOS Signifies iPad's Dominance

," we discussed how HP was finding it difficult to cope up with the iPad challenge, and the scrapping of webOS is another reminder that many tablet makers are struggling to match the popularity of the iPad.

The iPad constitutes about 12% of our

$510 price estimate for Apple stock

, which is about 30% greater than the market price.

We don't cover Samsung currently but follow it given its role in global technology, and you can see our HP estimates



Samsung Being a Mobile Might

Samsung is seen more of a hardware player, and its more popular Galaxy series of smartphones are based on the Android operating system. Its proprietary smartphone operating system Bada failed to take off and was assumed to be headed for the scrapyard until the company announced that it would release an updated version following



acquisition of

Motorola Mobility


for $12.5 billion. Samsung's bitter patent battle with Apple continues.

Growing Importance of Software for Hardware Powerhouse

Samsung's potential move to acquire webOS could be seen as a way to counter Apple's success in smartphones and tablets. The key to Apple's success is the seamless integration of its hardware and software for its devices, something that other mobile phone players have failed to achieve. If Samsung picked up webOS and optimized its mobile OS, it would be less dependent on Google going forward and could better challenge Apple.

Apple and Samsung are the two leading players in the smartphone and tablet market, and Apple currently leads Samsung in both these markets. It's widely expected that Samsung will surpass Apple in unit sales this quarter, although Apple's average selling price is still much higher.

Steve Jobs' departure from Apple and Samsung's confidence in its smartphone and tablet business could signal some more aggressive actions in the near future as Samsung looks to fend off recent Apple and lawsuits and make its mark in the mobile computing market.

See our complete analysis for Apple stock here


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This commentary comes from an independent investor or market observer as part of TheStreet guest contributor program. The views expressed are those of the author and do not necessarily represent the views of TheStreet or its management.