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]