[felixmar]

Is Apple not concerned about losing developer momentum? Paid apps are on the way down. Market share is becoming more important than ever. Only in the US will a large share of the population pay $600+ for a phone. Strong iPad sales will buy Apple some time but i suspect that more and more developers outside the US will go Android first.

[adventured]

Android is a monopoly. The network effect will get worse and worse and worse. Two or three years from now, Apple will be lucky to have 7% of the global smart phone market. The only thing left is for the iPhone to be squeezed into an ever smaller corner, as Windows did to them last time. Tech markets like these are almost always winner take 95%.

Over the next three years, Android will take over 80% of the tablet market as well. The iPad will potentially suffer an even worse fate than the iPhone market share wise, because the subsidies aren't going to be there for much of the tablet market. The iPad will be competing with $125 and $200 tablets that are 90% as good at half the price. The outcome has always been obvious.