Thanks, Peter. Hi, everybody!
Google loves to characterize Android as open...
...and iOS and iPhone as closed.
We find this a bit disingenuous and clouding the real difference between our two approaches.
The first thing most of us think about when we hear the word "open" is Windows,...
...which is available on a variety of devices.
Unlike Windows, however, where most PCs have the same user interface and run the same apps,...
...Android is very fragmented.
You know, even if Google were right and the real issue is closed vs. open,...
...it is worthwhile to remember that open systems don't always win.
In reality, we think the open vs. closed argument is just a smokescreen...
...to try and hide the real issue, which is, "What's best for the customer?"
Fragmented vs. integrated.
We think Android is very, very fragmented and becoming more fragmented by the day.
And as you know, Apple strives for the integrated model,...
...so that the user isn't forced to be the systems integrator.
We see tremendous value in having Apple, rather than our users, be the systems integrator.
We think this is a huge strength of our approach compared to Google's.
When selling the users who want their devices to just work,...
...we believe integrated will trump fragmented every time.
