The Guy is a F-tard.

Their golden opportunity at differentiation came (and went) with Harmattan and then Meego.

Given that Samsung is continuing to develop Bada to be more than just a featurephone OS, and knowing that LG is still developing Meego as a back of house project, whilst HTC has created a massive following with SenseUI I don't see why they'd be too worried.

Of course the Motorola patents will give google tremendous leverage against CPTN, which in turn will actually provide a lot of protection for ALL hardware vendors using android

edit: And of course the LG partnership with ZTE and China Mobile (@ 600m users IIRC) to develop Meego handsets is still progressing too...... 600 million, now that's a big dent in Elop's "next billion" forecast.....