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Android Is Dead? – The Series

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Android is Dead? - The Series

Android is in its death throes! Well, this may be overstating a bit, but I do believe that the Smartphone OS landscape will be very different in 4 years - and that Android OS, by Google (NASDAQ:GOOG), will be the loser.

My basic thesis is that Windows Phone 8 (WP8) from Microsoft (NASDAQ:MSFT) and BlackBerry 10 from Research in Motion (RIMM) will take massive market share from Android, and Apple's (NASDAQ:AAPL) iOS will maintain or slightly gain market share. (See Part 1 and Part 2 for the basic rationale, and Part 3 for my market share predictions up to 2016.)

This page describes the individual articles in the series. Links to new articles will be added as they appear.

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Android is Dead? Series posts:

Part 1: Why? I put out my thesis and basic arguments.

Part 2: Titans Clash, I note corroborating analysis from a Goldman Sachs report titled Clash of the Titans.

Part 3: The Numbers, I proposed a 2016 market share scenario, complete with numbers, in which Android had lost significantly to Windows Phone 8, and BlackBerry 10.

Part 4: New Contender Windows Phone 8, I discuss the new Windows Phone 8 operating system, and a couple of particular devices.

Part 5: Number of Players , I addressed criticism that 4 was too many players in the market.

Part 6: Nokia Triumphs, I discuss Nokia's recent success with it Lumia models.

Part 7: WP 8 Ratings, I discuss the high ratings that the WP8 phones received.

Part 8: Samsung Strikes Back: The new Galaxy S4 appears.

Part 9: Is Google "Nefarious"?: I discuss potential repercussions of the revelation that Google Play sends purchasers' personal data to all apps developers.

Part 10: Google Introduces Its Own Walled-Garden: Google seems to be axing a lot of apps.

Part 11: Android App Advantage: Will Android be able to hold off BB10 and WP8 because of its advantage in popular apps?

Part 12: More Security Issues.

Part 13: Effect on Google of Potential Decline in Android Share,


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Disclosure: I am long AAPL.

Additional disclosure: I may initiate long or short stock or options positions in any of the stocks mentioned.

Stocks: GOOG, AAPL, MSFT, BBRY, NOK, INTC, SSNLF