>> So, can you explain to the group how increasing Android share contributes to the tanking of Apple?
>> Now I have said myself that with smartphone market share comes developer interest, and developer interest is indeed critical for Apple to keep the interest of the technorati.
Right. This is the entire fanboy argument: It is all about the apps. I don't know what the percentages are, but IF Android takes the market share, they're going to take app developers, too. Because AAPL has foolishly chosen a development environment that will make porting apps difficult, it may be that Android developers will just say to hell with it -- I'd rather spend my time writing something else for Android than porting to target a much lower market share. This, of course, is years away from happening.
One need only look at Apple in 1995 to see where this can lead.
The "high end" of the market is transitory. Right now, it is Apple I suppose. But this can change very, very quickly.
I've heard a lot of belly-laughing about the competition. But I can tell you that HP is quietly lining up the biggest business customers who are going to be the biggest consumers of tablets (e.g., HP has ALREADY signed some of the biggest names in the lucrative health care industry).
This business is in its infancy and it is way too early to deem AAPL to be the winner. |
