I want whatever it is my Foolish colleague Hunter Pavela is eating nowadays. Here's what he wrote three weeks ago:

With Android 2.0 devices coming to market, Google will soon beĀ partaking in that windfall. By limiting its killer product to AT&T, Apple (NASDAQ:AAPL) allowed an opening for the competition -- an opening that Google seems well-prepared to exploit. I'd say that's a threat.

I would, too, especially after having seen new numbers from Google's (NASDAQ:GOOG) recently acquired AdMob unit. Android had 20% of U.S. smartphone traffic during October, according its report.

But Android may be an even bigger threat to Research In Motion (NASDAQ:RIMM) and Palm (NASDAQ:PALM). Here's a look at the month-over-month numbers:

Operating System

September 09

October 09

Difference (+/-)

iPhone OS












Palm webOS




Windows Mobile




Source: AdMob. Figures are for U.S. traffic share.

Impressive, eh? This is beginning to look like a two-horse race -- the iPhone's Coke to Android's Pepsi, at least here in the States. Nokia's (NYSE:NOK) Symbian is still a serious player worldwide. We should also concede that Motorola's (NYSE:MOT) high-profile rollout of the Droid smartphone has probably given Android a boost in the ratings.

Even so, Microsoft's (NASDAQ:MSFT) Windows Mobile continues to suffer fading influence here and abroad. The OS accounted for just 3% of smartphone requests worldwide during both September and October.

So Hunter had it right; Google's robot army is on the march. And while Apple may be the ultimate target, for now it's the lesser combatants that are sustaining all the collateral damage.

But that's my take. Now it's your turn to weigh in. How big a threat is Android to the iPhone and the rest of the smartphone industry? Please vote in the poll below. You can also sound off using the comments box at the bottom.