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.
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 11: Android App Advantage: Will Android be able to hold off BB10 and WP8 because of its advantage in popular apps?
---- Free Short-Short Story ----
Disclosure: I am long AAPL.
Additional disclosure: I may initiate long or short stock or options positions in any of the stocks mentioned.