The author misses a critical difference between winning a battle and winning the war.

Apple won the first battle for the smartphone. Now google is winning, and based on analyst reports on the comments by the author, it may well be a fight between Google and Microsoft for the winner in the end.

I doubt that the ipad 'took 5-percent market share'. They didn't sell 1/20th as many iPads as PCs did they? Windows 7 sold more than 90 million copies. Most people bought an iPad in addition to their PC (mac or windows). Those that I've spoken with who purchased an iPad as a replacement were very disappointed and ended up still using their pc.