The Defining Mobile Storyline of 2012

The following video is part of our "Motley Fool Conversations" series, in which developer Chris Bledsoe and senior technology analyst Eric Bleeker discuss topics around the investing world.

In today's edition Eric and Chris talk about the growing possibility of Android fragmentation. Samsung just reported a record quarter and is increasingly the dominant Android franchisee. The situation of having one handset maker with a majority market share could bring increasing friction between Samsung and Google. On Google's end, it will have more leverage and the company might be tempted to promote offerings from its soon-to-be-acquired Motorola unit. On Samsung's side, there's political pressure to not be reliant on another company's operating system, and it could be tempted to fork Android the way Amazon.com did with its Kindle Fire tablet. Whatever the end result, friction within the Android world could turn into 2012's top storyline.

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Chris Bledsoe owns shares of Google. Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Amazon.com, and Google. Motley Fool newsletter services recommend Apple, Amazon.com, and Google. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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