I find the argument that there has to be—or even that there will be—one dominant player in the mobile market without foundation. If we look back through the history of technology, and even examine the present, the PC/Mac market was an aberration. You don’t have people arguing that only one company will become dominant in TVs, cars, sound systems, and so on.
I’ve made this argument before myself. Trying to use the history of the PC/Mac market as a model for *any* other market is stupid and doomed to failure.