The problem with his analysis is that Android is increasingly delivering better cheese and crackers as well at low margin. At the limit, I'd expect within a ye

The problem with his analysis is that Android is increasingly delivering better cheese and crackers as well at low margin. At the limit, I'd expect within a year or so that mobile devices go free on the low end to consumers with the real monetization strategy being selling in cloud services. It strikes me that Amazon is incredibly well placed for this, Google well placed, and Apple poorly placed (see maps, see iCloud, see their amateur hour have-to-take-the-store-offline-to-add-products). Its hard to see given this how this doesn't play out exactly like the PC market, with Android sweeping up 90% of the market and Apple dwindling to the diehard 5%.