[robryan]

Yes, it was essentially the first mover to execute well in a new class of phone. Someone else will likely eventually come along and disrupt the smart phone as we know it now and will have the same advantage. In terms of the smartphone as we know it now though, it is going to be very hard for anyone to come out with anything so radically different that they can get away without a 3rd party ecosystem and grow and install base big enough to challenge iOS/ Android.