Apple, Samsung Not the Two Losers from Moto X

NEW YORK ( TheStreet) -- From all seams, Google's ( GOOG) new smartphone, the Moto X, looks pretty sweet. While I'll admit that my iPhone has grown on me over the past two years, it's a situation that is bound to change one day and the Moto X is the first smartphone I've seen where I have actually considered it.

Google reportedly plans to spend about $500 million in marketing for the phone, quieting those who questioned whether or not the company was truly going to stand behind its new hardware.

Assuming the phone acts as well as it looks, the marketing push should really help fuel sales. I expect the phone to do well, but I don't expect it to come at the expense of Apple ( AAPL) or Samsung.

Will some people avoid the next iPhone and forego the Galaxy S4 in favor of the Moto X? Of course. That's expected. But it's likely not the game-changer that will turn the smartphone market on its head.

Instead, Nokia ( NOK), Microsoft ( MSFT) and BlackBerry ( BBRY) will be the ones that feel the pinch. The Moto X, which starts at $199, could all but be the nail in the coffin for the struggling smartphone makers. If the iPhone and Galaxy remain the top two smartphones, the Moto X could become the third juggernaut of the group.

The Microsoft-Nokia partnership, which was meant to boost benefits to both companies, is falling flat. The Lumia has failed to gain any significant traction and as rival tech companies come out with better products, the task will not get any easier.

It's also quite troublesome for Canada-based BlackBerry as well. Retailers have recently slashed prices on the Z10 due to lackluster sales and management has shown during the company's most recent earnings report that shipments are not as high as they had hoped.

The pending success of the Moto X could be the additional ammo that's needed for those who are calling for BlackBerry's CEO Thorsten Heins and Microsoft's CEO Steve Ballmer to be dismissed from the respective companies if they ever plan on being serious contenders again.

But how do you get ahead? How do you break the stranglehold that Apple, Google and Samsung have created? The first two have created deep ecosystems that continue to lure in more and more consumers while refusing to let them out.

Apple has arguably the deepest ecosystem, with top-of-the-line hardware and software that continues to win over consumers old and new. Google has been able to piggyback off of other hardware companies with its Android operating system, but most consumers are widely familiar with its other services, such as Maps, Drive, Gmail and search.

With the Moto X, Google is starting to build out the hardware side of things and could close in on Samsung. Maybe it will overtake Apple and Samsung in smartphone sales, but it's not likely. However, it certainly just made the mountain much steeper for Microsoft, Nokia and BlackBerry.

-- Written by Bret Kenwell in Petoskey, Mich. .

At the time of publication the author is long AAPL.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter. Focuses on short-to-intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.

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