In a turf war between Android and Windows Phone 7, Apple’s iPhone could be the winner
“The major event in the [past] quarter,” writes Needham’s Charlie Wolf in a note to clients issued Friday, “was the successful launch of Windows Phone 7, Microsoft’s new smartphone operating system.”
With so much at stake, he expects Microsoft (MSFT) to compete aggressively with Google (GOOG) for the loyalty of the major smartphone manufacturers: HTC, Samsung, Motorola (MOT), LG and Sony Ericsson (SNE).
“A turf war between Microsoft and Google,” Wolf writes, “could well ensue.”
And that could be good news for Apple (AAPL):
[Follow Philip Elmer-DeWitt on Twitter @philiped]