With google collecting 30% rev share from the market, and still offering best of breed core installable apps (nav, podcasts, calendar, email) – I don't think they are even slightly worried about the ‘Bing' phone.
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Every phone sold add's another reason for reluctant app developers (fattened up by the margins in the App store where simple fart apps sell for a couple of bucks) to buck up and start doing the hard work of supporting a heterogeneous consumer directed ecosystem.
This is another one of those good for google, good for consumer situations. There are losers in the middle for sure, but by sitting out, they are just digging further.
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