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TheStreet Open House

Helping Apple Haters Understand Why Android Is Doomed

NEW YORK (TheStreet) -- I should have checked to see if Vegas would have given me odds. Pursuant to Tuesday's Apple's 'Smart Home' Levels Android All Over Again and other reports of Apple's forthcoming game changer, gaggles of tortured Google (GOOG)/Android fans responded reliably, predictably and, in trademark form, irrationally.

Here's a representative specimen from the comments section of the aforementioned article:

Apple is about 5 years too late getting into this market to demolish anyone. Most smart home appliances, smart security systems, and automation vendors are already Android compatible...or at least running some form of linux....and have been for a while. The market has just been getting organized, and if Apple truly wants a piece of the pie they would be best served to make their iHome systems compatible with what the linux/Android/open source crowd has been building for many years now.
Of course, it would be more like Apple to ignore history and just claim they invented the entire thing. That would take Rocco level of ignorance, which they are certainly capable of.

There's so much cluelessness in that comment it might not be possible to address all of it in a single article, but I'll try. Be sure to read both pages.

Apple's too late getting into this market to demolish anyone. Ask the artist formerly known as RIM about that. Recall the days when BlackBerry (BBRY) was CrackBerry. And Jim Balsillie argued you don't need an app to surf to the Web.

Apple took the concept of the messaging mobile phone and turned it into not only a technology game changer, but a life changer within the consumer and enterprise spaces. Now it's taking that piece of hardware -- the iPhone, popularly categorized as a smartphone -- and it's about to do something major with it. iPod spawned iPhone and iPhone birthed iPad. Consider that trajectory alongside Apple's renowned halo effect before you decide to run your mouth about Apple's potential in "this market."

Yes there's the forthcoming iPhone 6, most likely with a larger screen. In and of itself, that could be an Android Killer (FTR, since I wrote the article at the link, AAPL's up 17.7%). And, yes, we have a report of what this SmartHome platform might entail. However, it's just a report. We have no idea exactly what Apple plans to introduce. But make no mistake, it has disruption and making a barely talked about market sexy and relevant written all over it. That's something Google and it's lame Android partners can't accomplish; everything these guys do is vanilla relative to an Apple product announcement, launch, sales flight and concurrent update cycle.

Related to point one, we're going to require some Jim Cramer FOCUS for the next set of points on Page Two ...

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