Doesn't Understand Apple and The Mobile Industry

Anton Wahlman:

Google's management team is dancing around its new KitKat statue today, having dodged what could have been a competitive bullet or two from Apple (APPL) -- possibly the new iWatch, iTV or even a new laptop. For heaven's sake, they didn't even announce a new iPad!

It was an iPhone event. What did you expect them to announce? iPads will be next month. Most people are pretty happy when a keynote isn't 3 hours long.

There was nothing new from Apple today that could stop Google's market share march forward.

We might as well shut Apple down. They are dead.

Another company that's having a field day today: Nokia. Apple's new iPhone 5C is seemingly a flawless copy of the Nokia 620 that has already been available for several months.

Adding an option to choose colors for your product has been around for quite a while. I think Nokia would trade sales reports with Apple any day of the week. Nokia would probably trade Apple's holiday quarter for its entire year.

Oh, and the price of that Nokia 620 is approximately half that of the iPhone 5C.

That hasn't helped it sell. Sales are how we count in business. Price means nothing if no one buys it.

Google's Android and Chrome teams were already nicely ahead of Apple's iOS team in terms of service integration, customization, ease of use and ability to ship a given grade of hardware at a much lower price.

Over the next few months, Google's Android and Chrome teams seek to extend their existing lead over Apple. The company will introduce Android OS version 4.4 KitKat, a slew of new Chromebook laptops starting around $199, a Chromepad (touchscreen Chrome OS tablet) and next summer the first Chromephone (Chrome OS replacing Android on the smartphone). The pace of innovation at Google is simply faster than it is at Apple these days.

iOS 7 works on every iPhone released since 2010. How's KitKat going to be distributed? What about Ice Cream Sandwich? How is that Android Update Alliance working out?

Chromebooks appeal to very few people outside of the education market (a place where Apple is dominating). ChromeOS tablets and phones are shotgun product development. That isn't innovation, but rather the inability to decide what to do.

Even before Google unveils these new initiatives, look at how far Google is ahead of Apple in the smartphone race: At $549 unlocked for the iPhone 5C, it is $300 more than Google's flagship smartphone, the LG Nexus 4, which sells for $249 SIM-unlocked, contract-free.

How much money does Apple make on iPhones vs how much money does Google makes on Android (or mobile ads)? In my business playbook, we still counts wins by making money. I am not the only one, either.