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Friday, June 1, 2012

One more reason to own $AAPL, and not $GOOG.

Thanks to the iPad's dominant share of tablet browsing, iOS (AAPLgrew its share of total mobile browsing to 62% in May, NetMarketShare estimates. That's more than 3x the 19.7% share estimated for Android (GOOG), in spite of its solid lead in smartphone shipments. Even if one assumes NetMarketShare's methodology is imperfect, the figures drive home Google's need to improve its tablet position, given its huge iOS search revenue-sharing payments to Apple

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