Many have argued that the IOS will beat Android over the long run, but the cheaper and more standardized Android platform looks to be taking a greater share of the pie. While Blackberry certainly has some chance to re-gain lost ground, the Android phones have almost completely crushed the Canadian key-pad contender that was RIMM (now just Blackberry).
With Apple stock on the ropes (I like it better than AMZN that’s for sure) the company is facing a dilemma as David Einhorn is suing Apple in order to force the company to pay a dividend. I think this greenmail tactic will likely work to get the stock moving or at least stabilized and that paying a dividend makes a good deal of sense for Apple.
Google (GOOG), at least in my view, made a great buy when it purchased Motorola because they now pretty much own the smartphone category entirely and the integration has been smooth and solid from a user interface perspective. Certainly Google’s navigation and GPS systems are better received, and many people buy smart phones simply for the in car GPS navigation service (including me).
In the end, the company with the best products and services will win. I don’t see much room for any new entries so it’s pretty much Google versus Apple, and in my mind Google wins. That said, trading the stocks is a different animal altogether. I think a long GOOG short AMZN trade will work quite well as a pairs trade in the cloud space. I wouldn’t want to be naked long without a hedge if the market rolls over here, though I do think the economy is slowly (snails pace) improving.