If every non-Apple vendor ships Android, and doesn't gratuitously lock it down or customized it into oblivion, then Android will be on its way to being the sort of standard platform on phones that Windows is on PCs.

My big question is what Microsoft's going to do to fight it. Even if they gave away Windows Mobile for free, open source, the works, would it make a dent?

And then there's Apple. I wouldn't expect them to change anything, so long as they're going gangbusters like they are presently.