I don't think fragmentation is only a developer issue. It breaks up the target market into silos, which means it will require more effort from a developer for l

I don't think fragmentation is only a developer issue. It breaks up the target market into silos, which means it will require more effort from a developer for less potential revenue. If this results in fewer and lower-quality apps on the Android Market, this will impact the perceived value from the viewpoint of the customer. If I were to buy a phone, I don't want to have to worry about whether the apps on my friend's Android phone will work on mine. It's one more thing for me to worry about, and it may be just the thing to stop me from buying it.