The OS Outlook
Strategy Analytics Inc. senior analyst Bonny Joy says that, while Android is becoming a force to be reckoned with, the smartest OS strategy is one that thinks beyond smartphones.
If the OS is being pushed into other verticals like tablets, TV, and automobiles, it has the best shot of staying around for awhile, he says. That would provide a leg up for Apple Inc. (Nasdaq: AAPL)'s iOS 4, Android, and potentially Microsoft Corp. (Nasdaq: MSFT) Windows and Nokia's new MeeGo platform, depending on the execution of the latter two. (See Microsoft Working on Tablet.)
"Vendors who have a constant business only in smartphones will be facing some tough choices," Joy says. "They will have to extend to other categories to make the best use of the platform. Motorola Inc. (NYSE: MOT) and Samsung Corp. will launch tablets, and they already have laptops. BlackBerry will probably see more development in other categories. Those that have maximum modularity will succeed."
— Sarah Reedy, Senior Reporter, Light Reading Mobile