Check the link below for some speculation. Also check the comment/discussion dynamic differences between the Google+ version and the Facebook version of the same post (e.g., the former is far more extensive, at the time of this post).
Did you see all the news on http://techmeme.com/ ? The new phones and new Android OS are finally making me reconsider my Apple fanboyishness. Will Tim Cook answer with a sweeping new strategy?
Some things Apple/Tim Cook could put in play?