This is old news. Android is great. But it may be more than just great.
In my mind, Android may be Google’s way out of their own stagnated reality. Stock is definitely not in the $700+ like it was in 2007, and it’s even below the $500 now. The search market is limited, and Google owns most of it, so that glass ceiling is not really made of glass (more like serious concrete). Mobile is growing fast with major players jumping on it, from Facebook, Twitter to startups like Foursquare, Gowalla and others, and the consumers themselves are much more engaged with everything there is to offer. This is all great news for Google, as they’re laser-focused on being THE infrastructure to support this growth. Good for them. Google may just look at Android as a way to increase the search market using a new platform, the mobile. I think they may find new opportunities there, and search will stop being their main source of revenue in a new large mobile market.
Where does it leave Apple? In my mind, and unfortunately for them, Apple was the innovator, paving the way, showing everybody the light, but I’m not sure they’ll run as fast as the rest of them to that light. Yea, they sell iPhones like bananas, but that close environment is not the best thing for nicely-sized-companies like Motorola, LG, HTC and others who just need some sort of a good operating system, and they’ll spend a whole lot of advertising budget to make sure people know they have one.