Business model is indeed changing shape continously. In 10 years ago, you will not expect that a company that doing internet advertising will be strong enough to takeover Motorola. This has proven that business is up and down. The long term survival and leader must always be able to sense the changing landscape and fast enough to create niche in that segment.
Google will now direct heading Apple. But what will happen to all the manufacturing companies that uses Android? That we will see in coming years. If Nokia fallen, US indeed still the no 1 trend settle and smartphone producer in the world. They have got Apple, now Google and RIM. Whatelse can come close.?!!