It's "funny" how quick people are to write off something that is a relatively new market.
We're only at the dawn of the mobile age and there's plenty of twists and turns to play out yet.
The original XBox was also the 3rd player in a market, but with time MS gained some pretty decent traction. Despite the (amusing) cries of many claiming MS are a dying entity they still have the money to have a decent crack at becoming a real player in the mobile market.
Personally I expect many ups and downs for all players over the next few years.
History has shown how quickly things can change in the IT world and phones will be no excepton.