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Good analysis Reggie. I agree that RIMM is in deep trouble, but comparing its growth to Android is very difficult. RIMM and AAPL are both the sole providers of hardware using their respective operating systems. Android is the os for many manufacturers. RIMM could lose market share but still maintain higher revenues and margins than the Motorolas of the world. That's the key.

Android may cause all of the profits for the manufacturers using it to evaporate. Then we will see a repeat of what happened in the pc industry as Windows became dominant...bankruptcies and consolidation. Google is the only winner there because its the os provider. The manufacturers will only last as long as the race to the bottom. That race has started with the likes of Dell and Vizio getting involved. Only a matter time before the manufacturers look for another alternative.