I can't comment on other products, would be interesting to know if they are using OpenGL on the Mac or just on the iPad to aid rendering.
There are some easy ways you can use OpenGL for a product that outputs not using a conventional GPU.
And there are some complicated ways as well that might give both huge risks and rewards.
In the end what counts is the user experience. If you have multiple products you can compare and form an opinion.
In the Lion case you're absolutely right: there are even more full screen animations and we'll have to optimise for them. But compatibility and stability come first! Let us know if you disagree.
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