BlackBerry, Nokia, Apple could be hurt by flood of ‘good enough’ Android phones

BlackBerry, Nokia, Apple could be hurt by flood of ‘good enough’ Android phones:
While strong early sales for the Galaxy S4 and the HTC One have been making news lately, the real story for Android may be how well it does with lower-cost handsets in emerging markets. Barron's points us to a new note from Nomura Equity Research analyst Stuart Jeffrey, who thinks that many consumers in emerging markets will start upgrading to smartphones primarily because of "the increasing affordability and improved distribution of 'good enough' Android phones." But Jeffrey thinks that what's good for Android vendors is likely bad for non-Android vendors and notes that Nokia could find the emerging market transition from feature phones to smartphones particularly challenging.

Continue reading...