Game over, Google
That would be the obvious snap judgment of the situation as disgruntled AT&T
But then you're overlooking another moving part in the share puzzle: What will AT&T do?
You can't expect AT&T to sit idly by. The company has put the vast majority of its smartphone efforts into the iPhone so far, but now suddenly has reason to sell Androids, Microsoft Windows Phone 7, and Research In Motion
Recent news says it won't be. The company threw its support behind Android at the industry's CES event last week, highlighting more than a dozen new Android phones. Among these was the powerful Motorola
The pull of Verizon's network is very real, but it will be counteracted by AT&T's counterstrike. The net effect is a multi-horse race, depending on exactly where AT&T places its bets. Apple will grow, Android will grow, and maybe even Microsoft gets a toehold in the market at long last. The only question is which platform grows faster than the others in an expanding total market.
The Verizon iPhone won't kill anybody or anything else. This is just another shot of intravenous caffeine for smartphones in general.
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Fool contributor Anders Bylund owns shares of Google but holds no other position in any of the companies discussed here. Google and Microsoft are Motley Fool Inside Value picks. Google is a Motley Fool Rule Breakers recommendation. Apple is a Motley Fool Stock Advisor selection. Motley Fool Options has recommended a diagonal call position on Microsoft. The Fool owns shares of Apple, Google, and Microsoft. NVIDIA is a Motley Fool Stock Advisor choice. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.