How many retailers will trust Samsung's brand new OS to take secure payments? How many retailers will adopt Android as a payment system if Samsung isn't on board?
Apple's advantage appears compelling to say the least. This stock will have a run in 2013. The positive uncertainty of disruptive innovation is returning. Buy Apple near a low or buy Google near a high? One is out of favor and the other isn't. We believe this trend is about to change.
At the time of publication, the author was long AAPL.