But I simply think that for Nokia and Research In Motion, the die has been cast. It is simply too late. They’ve already lost. They are the Walking Dead, the mobile phone sector’s zombie companies.

So, if you are one of the crazies bidding up shares of Nokia and RIM on a quiet Friday afternoon, I’d say take your profits and get while the gettin’s good. For one thing, this weird little rally comes just days ahead of Apple’s launch of the iPhone 5. I don’t know precisely what the new edition of the phone will include, but I do know this: a lot of people will want them. From the day Apple starts selling, RIM will be another generation behind, and Nokia’s market share will continue to erode.

You want to gamble? Buy a lottery ticket. You want to bet on the smartphone market? Apple is still the play.