FORTUNE -- "Have you heard this one?" asks John Kirk in Android's Market Share is Literally a Joke, a Tech.pinions piece posted Thursday.
It starts like this:
Two farmers bought a truckload of watermelons, paying five dollars apiece for them. Then they drove to the market and sold all their watermelons for four dollars each. After counting their money at the end of the day, they realized that they'd ended up with less money than they'd started with.
"See!" said the one farmer to the other. "I told you we shoulda got a bigger truck."
It's a variation on the old "making it up in volume" saw, and Kirk has a truckload of them. His punchline, in case you haven't guessed, is that Google's (GOOG) Android is winning the race with Apple (AAPL) iPhone because it's got a bigger truck.
It's a well-reasoned piece, and if some the arguments sound familiar it may be because the author is a regular Apple 2.0 reader and one of our favorite commentators, posting here under the handle "Falkirk."
Says current iPhones are "poorly aligned" with the factors driving smartphone growth.
FORTUNE -- In a note to clients Thursday, Nomura's Stuart Jeffrey raised his estimates for smartphone sales in 2013, 2014 and 2015 by 13%, 16% and 14%, respectively.
But not for Apple (AAPL).
"Despite Apple commanding an 18% smartphone share," he writes, "we have not increased our Apple estimates."
The reason, he says, is that Apple's current crop of iPhones are "poorly aligned" MOREPhilip Elmer-DeWitt - May 23, 2013 11:57 AM ET
It's just gone mobile.
FORTUNE – There was a time when web browsers duked it out for dominance on the desktop. But with users consuming information more and more on smartphones, tablets, and newer form factors like "phablets," the battleground has shifted to mobile. Who's winning?
As recently as June 2012, the competition was in a dead heat: Android led with nearly 22%, followed by Opera at 22%, then Safari on iOS MOREJP Mangalindan, Writer - May 20, 2013 11:23 AM ET
Very, according to a new Forrester survey. Microsoft and Google don't fare as well.
FORTUNE -- According to a Forrester survey released this week, the vast majority of computer users (85% worldwide, 88% in the U.S.) have little or no loyalty to a particular mobile computing ecosystem -- the nexus of devices, software, services and sheer muscle memory that tie a user to one vendor or another.
Among those users who show MOREPhilip Elmer-DeWitt - May 18, 2013 6:57 AM ET
Its free messaging service is one of the struggling company's most valuable assets.
By Cyrus Sanati
FORTUNE -- Blackberry's decision to make its free messaging service, BBM, available on other mobile phone platforms is a Hail Mary play for a damaged company that pretty much has nothing to lose at this point. By giving away the stickiest feature available to Blackberry's dwindling consumer base to Android and iOS users for free, the company MOREMay 17, 2013 10:24 AM ET
Google's mobile operating system may be getting a boost from -- of all places -- Blackberry.
FORTUNE -- This week's Google I/O conference in San Francisco was disappointingly light on Android news. And it was especially light on new, enterprise-friendly features for Android devices. Instead, it showed improvements aimed at consumers and education institutions. But while Google may not seem focused on making its mobile operating system more attractive to IT departments, MOREMichal Lev-Ram, writer - May 17, 2013 9:23 AM ET
Google's Android and Apple's iOS still make up the vast majority of the market.
FORTUNE -- There's a new number three.
Microsoft's (MSFT) Windows Phone operating system has overtaken BlackBerry (BBRY) for the first time, according to researcher IDC. The firm released its quarterly report on the smartphone market, showing that during the first quarter of 2013, Windows devices made up 3.2% of all smartphones shipped. BlackBerry devices accounted for 2.9% of MOREMatt Vella, senior editor - May 16, 2013 10:46 AM ET
Google's CEO decried the negativity in the tech industry. Too bad the company's executives have a long history of trashing the competition.
By Verne Kopytoff
FORTUNE -- Larry Page, Google's chief executive, is fed up with the negativity in the technology industry and the news media that covers its every detail like a prizefight.
"Every story I read about Google is 'us versus some other company' or some stupid thing, and I MOREMay 16, 2013 7:03 AM ET
Its new music service -- Google Play Music All Access -- has features that are similar to both competitors.
By Ryan Bradley, senior editor
FORTUNE -- After months of buildup, on Wednesday Google announced a new, subscription-based streaming music service called Google Play Music All Access. The name may be clunky, but the offerings appear bountiful.
Google (GOOG) secured deals with three of the four major record labels—Universal Music, Sony, and Warner MOREMay 15, 2013 1:39 PM ET
Business Insider, for reasons of its own, would have you think so.
FORTUNE -- Business Insider's Jay Yarow took some heat on Twitter Tuesday for the chart (at right) that he ran under the headline The iPhone's Market Share Is Dead In The Water.
His numbers, taken from the latest Gartner press release, were accurate enough, as far as they went.
There's no question that Android's share of the world smartphone market is MOREPhilip Elmer-DeWitt - May 14, 2013 7:32 PM ET
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