iPhone

AppleInsider has an article up on Piper Jaffray analyst Gene Munster's comments regarding Android. From the article:

"We believe that Android will give many phone makers their first access to software with full web browsing functionality, which the iPhone already offers," analyst Gene Munster advised clients in a research note. "Simply put, in our opinion, Apple is confident that its iPhone operating system is a compelling one, and developers will want to build applications for the iPhone."

Munster noted, however, that Google's strategy for its mobile platform is an open one, offering handset makers and wireless carriers freedom to modify their respective products, where as Apple's strategy involves a closed system in which the company controls the features and applications that can be added to the iPhone.

Nice analysis by Tom Krazit over at CNET about whether Android is really competing in the same Mobile OS subcategory as the iPhone. From the article:

Apple is extremely unlikely to directly compete with Google in one sense: OS X is probably not going to be sold on a licensing basis anytime soon. In that sense, Google is really butting heads with Symbian and Microsoft, fighting for design wins at companies beyond Motorola and HTC, who pledged support for Android on Monday. Apple will continue to compete against hardware makers like Nokia, Motorola, and Research in Motion, although software is certainly a selling point for the iPhone.

CNN Money has an interesting story about monetization, advertising, 3rd party app distribution, etc.

Note the observation in the second-to-last paragraph, about openness to 3rd party developers diluting the app landscape with a lot of junk; we definitely see this problem with Windows mobile apps. This is the other side of openness, and something Apple has been trying to avoid with the iPhone.