Linked by Thom Holwerda on Mon 10th May 2010 14:55 UTC
PDAs, Cellphones, Wireless When Apple sued HTC, and targeted Android specifically (news which came out of the blue), many people, including myself, were convinced this was Apple letting the world know they were afraid of Android's rising popularity. This notion was laughed away by many an Apple fan, but it turns out that this is most likely far closer to reality than many dare to admit: in the first quarter of 2010, Android conquered the number two market share spot from the iPhone in the US - and by a wide margin too. Update: Added a graph which better shows the trend.
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Its Microsoft that should be worried
by Tony Swash on Mon 10th May 2010 17:02 UTC
Tony Swash
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Android's main threat is to Microsoft as most phone makers will prefer a free OS (and one that has actually been released) to one that has a license fee - and MS's whole business model is based on that license fee.

Apple will continue to sell iPhones in increasing numbers in the US and across the global market for a long time yet (until the market is saturated) and will continue to make very handsome profits doing so. As a company they have never sought to dominate market share for its own sake - rather they are fixated on making truly excellent products (you may disagree about whether they succeed but that is their intention) which also makes lots of money.

The iPhone is part of the bigger mobile/touch revolution, which is rendering the desktop a backwater, and in this new market Apple continue to have a unique set of advantages and will therefore be a major force for the foreseeable future. At this point it looks like Google will be the other major player and Microsoft may well fade into relative obscurity and irrelevance.

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