Conclusion of a Rob Enderle Android reality check. I’m wondering if the stars are aligning for a multifaceted Google/Amazon partnership.
Google’s Android model is under fire and may not survive.
While Microsoft is willing to license, both Apple and Oracle seem much more willing to stop the sales of the related products and all three appear to be working to make Android unprofitable to the OEMs. On top of this, the only applications that appear to be pulling decent revenue are those that are advertising-based and only a small subset of applications lend themselves to advertising. Unless this model is fixed so that licensees are better protected and products are higher quality, it seems unlikely it can survive long term.
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