Google shares slid more than 1% Tuesday after Apple (AAPL - Get Report) unveiled new features for its competing iOS mobile operating system and Samsung (SSNLF) announced a new phone that doesn't run on Droid.
But don't feel blue for the little green robot or for Google investors, say folks on StockTwits.com. There's little reason to think that Droid won't remain the big kid in the mobile playground. Sentiment on the stock is 76% bullish, according to StockTwits analytics.
$GOOG $GOOGL is about to dominate the smartphone market. http://stks.co/g0gLF ? Paul Sigrist (@1UpWallStreet) Jun. 3 at 03:34 PMSure, Droid's best friend Samsung just unveiled a smartphone that runs on a competing operating system: Tizen. But it's not as though Tizen, with its few pre-installed apps, is any threat to operating systems that interact with robust app stores like Google Play and Apple's App Store. And, sure, Apple execs spent a good portion of time at the worldwide developer conference making fun of the Droid operating system. They said that most Droid users don't update their software because it's not that great to begin with, and they pointed to customer satisfaction statistics showing users who switch from Droid phones to iOS are happier.
$AAPL $GOOGL "They bought an Android phone by mistake. And then sought a better life.? http://stks.co/d0cCc ? Daniel Miller (@WallStreetBean) Jun. 2 at 05:14 PMBut, as StockTwits' users point out, those Apple stats -- about how few Droid users bother to update their so-called bland software -- are deceiving. Apple, they argued, pushes out software upgrades and forces updates. Droid runs on many different platforms and some aren't upgraded as often.
$AAPL $GOOGL That stat about Android vs iOS is deceiving... Android is designed to have multiple versions of Android running separately... ? Chris Art (@moenchart) Jun. 2 at 01:49 PM
Ex: $AMZN fire runs on a different vs of Android than an Android phone. etc etc. While $AAPL attempts to force OS updates. ? Chris Art (@moenchart) Jun. 2 at 01:50 PMMoreover, Google's Droid has something that competing operating systems don't have: an open source platform that allows any smartphone maker -- even cheap ones -- to use it on their devices. As a result, Google's Droid phones are available at many more price points than, say, Apple's iPhone, and accessible to many more people.