That may be part of the problem with loyalty to Android. If everything is in the cloud, there is nothing tying me to a Google device. When I got my Android phone, I put in my Google account and got all of my contacts from Gmail and Google Voice, etc., but that is nothing new, as I had the same thing on Windows Mobile, and I could get the same thing on iPhone. When you get an iPhone, on the other hand, you have to create an iTunes account, and all the apps you buy, and all the backups for your phone happen there. It makes it easy to get another iPhone, or iPad, or iPod Touch, but it is harder to switch to Android or another platform.
...Which is exactly why I'd like to get a Google device. And to the loyalty point: you don't HAVE to keep all of your users if you're getting more by the boatload. If the lack of lock-in draws more users than your competitor's lock-in keeps from leaving, hooray!
The whole concept of lock-in is misguided. If people are loyal because, even though they DON'T LIKE your product, it's too hard to switch, that means that a lot of your users are out there griping about you. Plus it can't feel good to know that you have to tie your customers down to keep them.
At some point, the dislike reaches a critical mass and people start leaving in droves. That's what's happening to BlackBerry now. And it's going to be hard to undo the harm to their reputation that years of frustrated users have done. Whereas if people could have left more easily, they would have seen the problem sooner.
I suspect Google is actually a lot more worried about Facebook right now than Apple though.
Amazing strides have been made to improve connectivity, but we're not there yet. So long as we're not there, you will continue to see the old paradigm.
Ultimately though we should be thinking of local storage as cache and not anything more privileged.
Let's see what they do with MobileMe in the next couple of years before pronouncing them "dead from momentum".