Interesting but incorrect uninformed perspective.
"Our analysis suggest that Google provides the majority of most popular Consumer Cloud Services, which are expending penetration through Android, Chrome, iOS, Windows, and other devices, unlike Apple's iCloud which remains focused on iOS devices," Bajikar wrote in a note to clients. "As hardware differentiation slows due to Moore Stress, we think device-agnostic Cloud Services could accelerate hardware commodization longer term."
Read more: http://www.benzinga.com/analyst-ratings/analyst-color/14/11/5022141/jefferies-google-is-apples-top-competitor-and-apple-is-l#ixzz3JWap595h