The one point where I disagree with you is “poorer revenue share than the Apple App Store”. Here's my pricing/market estimate. I think some apps will do better, some worse. Those with little data consumption, say something like Omnifocus, will do better. Those with higher data consumption, say anything video, will do worse. This is the price part. The Android project has also got mass market potential – which the iPhone does not. I also assume that the development environment is superior on Android. So I expect something like Omnifocus to be superior on Android in comparison to Apple and therefore the app to sell much better on Android.

I talked to a couple of carrier reps at a conference two months ago and based on that I assume that this flexible pricing model will become very important in the next few months. They want data/bandwidth costs included in pricing models. I would not be surprised if Apple is forced to change their model in that direction in the next 1-2 years, either.

On a more general note, the story continues to unfold and I think the exciting stuff is more likely to be found in the details like this T&C document, and less likely in fluffy marketing. Still, right now, there's lot of room to speculate. Personally, I like commentators who manage to look at the tech and are able to argue industry effects out of that tech. That's why we already included Billard's post in our roundup. I like Matt Maroon' posts on Android like that one (http://mattmaroon.com/?p=476), for example, too. Anyone with some other reading suggestions ?

* No games allowed
* Mandatory signing and certification at the publisher's expense, even for free apps
* No advertising allowed
* Poorer revenue share than the Apple App Store espcially after T-Mobile's chargebacks for returns and data use.

More here: http://wapreview.com/blog/?p=390