Jason Schwarz over at TheStreet has written an article analyzing Apple's current position in the marketplace and what Apple's competition needs to do in order to catch up.
The article focuses mostly on Apple's iPhone/iPod + iTunes ecosystem, which isn't surprising. Though Mac sales bring in a fair amount of cash to the company, Apple's handheld market is the company's most current success story, and everyone from Microsoft to Palm to Google has spent the past several years trying (and failing) to duplicate that success.
Schwarz notes that Steve Jobs's recent claim that, "We see no signs of the competition catching up anytime soon," doesn't necessarily apply to the feature set of the iPhone or its integration with iTunes, but rather Apple's financial success and brand impression. He has a point. Recent ads have been trying to sell the Droid on its feature set, telling us all the things that Sega does that Nintendon't - er, I mean, all the things Droid does that the iPhone doesn't, but trying to sell the Droid on features hasn't exactly toppled the iPhone's dominance quite yet, and all indications are that the Nexus One isn't likely to take a big chunk out of Apple's smartphone sales, either.