NEW YORK ( TheStreet) -- Google (GOOG - Get Report) has had a couple of bad days in the market recently, with the stock underperforming. One can't help but get the feeling that someone out there has been spooked by the Facebook (FB - Get Report) phone announcement, and is selling Google accordingly.The purpose of this article is to show how such an analysis is wrong. Let's game this out in a decision tree, shall we?
Let's hold those thoughts for a moment. Let's first play with the thought that "very few" people download, buy and otherwise use the Facebook phone -- hardware or software. Does this mean that we are simply in status quo, that this is neither good nor bad for any of the key players, from Facebook itself to Google and Apple? Actually, no. Even if the Facebook phone turns out to be much ado about nothing, something big will have happened. You see, Facebook sent a powerful message last Thursday. It said that every app developer should refocus away from Apple, and instead devote more resources to Android. Facebook is the king of third-party developers. It rose from a Harvard dorm room a decade ago, to 1 billion users, superstardom, a near $100 billion valuation, and IPO. Every one of the million or so third-party developers -- some of them 17-year-olds working in pajamas out of their childhood basement bedroom -- listen to what Mark Zuckerberg says. His word carries weight. Zuckerberg just told you that Apple is soooo 2011. iOS was the mobile Web's training wheels. Now mobile users are ready to drive their own car -- that would be Android -- which gives people, developers and consumers alike, the power to customize and provider richer experiences.