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Wondering how it effects the SmartPhone industry...

RIM/Nokia: Should be worried. They're jockeying over last place in the SmartPhone modernity contest these days. Hasn't hurt them much yet but it's hard to see how that lasts forever. Nokia is probably in better shape than RIM here.

Palm: Good try. Consider Open Source and/or licensing before it's too late.

Apple: Probably not much to worry about for now but they shouldn't get complacent with the iPhone platform. My biggest question here is how big of a distraction the iPad was for Apple internally. Do we have a major iPhone revision and a strong software update in the works or another minor hardware bump with a merely evolutionary OS update? If they stay off Verizon for another year (at least) it could really start to hurt iPhone sales. The iPhone is no longer so far ahead of the pack that you'd suffer with bad coverage to use it.

Android: Not much for Google to worry about but I think a lot of third party handset makers will put some resources back into Windows Mobile devices. Even more so with the existence of the N1.



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