I don't think that Android is actually a menace. Just a competitor. And really different (yeah, maybe Apple will lose a % of market share, but they still have a very well-profiled group of potential users)
I don't mean to brag about it, but I wrote a strikingly similar analysis on the day that Android was announced. It's in portuguese and the piece even got published by a larger portal in Brazil. I feel like I should translate that.
