Google's Robot Eats Apples, BlackBerries

New smartphone buyers prefer Android, says just-released research from Neilsen.

"Android is now the most popular operating system among people who bought a smartphone in the past six months, while Blackberry [from] Research In Motion (Nasdaq: RIMM  ) and Apple (Nasdaq: AAPL  ) iOS are in a statistical dead heat for second place among recent acquirers," reads a blog post reporting the findings.

Most telling is the table showing Google's (Nasdaq: GOOG  ) gains since January, reproduced here:

Here's my take on what this report means, Fool:

Now it's your turn to weigh in. What do you think of Nielsen's findings? Would you buy Google? Short Research In Motion? Short Apple? Share your thoughts in the comments box below, and click the links if you're interested in adding Apple, Google, or Research In Motion to your Foolish watch list.

True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community.

Apple is a Motley Fool Stock Advisor selection. Both our Motley Fool Inside Value and Motley Fool Rule Breakers services have recommended subscribers buy shares of Google. Try any of our Foolish newsletter services free for 30 days.

Fool contributor Tim Beyers is a member of the Rule Breakers stock-picking team. He had stock and options positions in Apple and a stock position in Google at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. The Motley Fool owns shares of Apple and Google and is also on Twitter as @TheMotleyFool. The Fool's disclosure policy is enjoying a spot of tea today.


Read/Post Comments (4) | Recommend This Article (7)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On October 07, 2010, at 10:11 AM, Gonzhouse wrote:

    Google may have saved Motorola's bacon with Android. HP/Palm is just too late an entry; unless they do something revolutionary, Me-Too won't cut it.

  • Report this Comment On October 07, 2010, at 10:11 AM, Henry3Dogg wrote:

    But iOS mobile devices still outsell Android mobile devices, even if they're not all phones.

  • Report this Comment On October 07, 2010, at 10:13 AM, hellomojo wrote:

    I'd buy both Google and Apple.. short the rest.

    Here's my take on the report:

    - Buyers couldn't care less about the ongoing fragmentation in the Android os.... YET! This may change down the road if it starts causes confusion and Apps headaches for consumers.

    - IF/when Apple adds Verizon and others I'd expect a (short term) change in trends to Apple's favor.

    - This is a US chart from what I can tell..let's see how it plays out internationally.

    - Apple makes a boat load of cash on the phones they sell; Google is still hoping to make cash on Android sales down the road..and we know how fast technology can change so that may be a big gamble.

    - Bottom line.. buy 'um both and you most likely make a nice return.

  • Report this Comment On October 07, 2010, at 10:40 AM, demodave wrote:

    I'm inclined to agree with hellomojo...

    ... but I still remain more bullish on Apple than I do on the rest of the lot.

    I love Google Maps. I use them preferentially. And I certainly use Google for search more than anyone else (except maybe wikipedia.org). But I hardly ever monetize my search for Google by clicking-through on an ad.

    Apple is a Cash Cow spouting chocolate milk, half and half, 2% and skim from whatever variety of product lines you like. If Apple holds steady at "only" 25% of the *USA* smartphone market *without adding CDMA technology*, it still remains a huge revenue stream. GSM is good business today, adn can improve incrementally with HSPA (+, 7.2, etc....) If Apple *does* add CDMA technology in order to hold on to large laggard markets (*cough* Verizon, China), it could add yet another huge vat to its milkstream.

    Yes, I'm a fanboi; yes I hold a long position. Both of those are working out very nicely for me.

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