It should bring a lot more stock devices into the market. Manufacturers will be able to upgrade their devices faster, and if Google is smart, they will stick with 1 major release per year rather than 2, and this way manufacturers will have to upgrade their devices only twice in 2 years, rather than 4 times. And we won't have this problem of being "2 versions behind".
http://www.theverge.com/2012/5/15/3022682/google-direct-sale...
It should bring a lot more stock devices into the market. Manufacturers will be able to upgrade their devices faster, and if Google is smart, they will stick with 1 major release per year rather than 2, and this way manufacturers will have to upgrade their devices only twice in 2 years, rather than 4 times. And we won't have this problem of being "2 versions behind".