(UPDATED) What Really Happened with the Sendo Z-100?

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To put it simply, nobody is still able to comment with 100% accuracy why Sendo decided to dump the MS-Stinger powered Z-100 as it was about to be launched, but The Register (as usual) has looked at history and come up with some conclusions that are as close as we're going to get in the near future. And to keep things balanced, why not have a look at the Microsoft supporters point of view over at Pocket PC Thoughts. Silicon Investor also have their own take on this as well, covering both the Sendo article and the longer term implications to Microsoft.