Gizmodo did a nice piece on explaining what is Android and how the open source vs. proprietary lines work.
I would think that the HTC skinning is owned by HTC and therefore won't be available. I'd hope that others would do their own skinning with open source widgets so that the plain android users can customize per taste.
HTC skinning looks pretty and nicely functional but it seems to me you buy into the whole package which means you're using resources of your phone for parts of it you don't necessarily want. It will also be interesting to see how long it takes to update and test before they can release SenseUI for 2.0 and then also what the intervals are going to be for Google to release open source android updates.
Part of my concern with this process is that the platform gets forked. I want Google to be aggressive and keep working diligently on their open source offerings, keep improving and pushing out functionality but what I think we'll also see if they do is a real lag between their updates and companies like HTC, Motorola, Sony, Acer, etc. with their having to update their unique skinnings, etc. I'm thinking about sticking to the plain version so that I can basically ride the wave with Google hoping they stay energetic and aggressive. My fear is that if the handset manufacturers who are skinning the platform get too far behind they'll basically put pressure on Google to sandbag development and releases until some or all of them can catch up.
After Android's initial release it had a big and costly pause. Now we're seeing a lot of movement. Will Google stay a leader or lose interest. That's another concern. Google has a track record of abandoning programs if they think the wind is turning. If that happens then people like HTC will in a sense go off on their own (like they've been doing with WinMo).
Those are some of my concerns. I'm banking on Google staying aggressive. From what I've read and seen in reviews 2.0 has some glaring shortcomings. The camera, the media apps, etc. HTC and others will fill in those gaps for their phones. Will Google get ADHD on us and wander over?
Another concern I have is that Google is basically an advertising company. Will they turn the platform into a way to basically advertise at its customers? The platform has lots of promise but responsible leadership will be what is required to really see it live up to its potential. Can Google do that? I don't know.