The investment thesis is really quite simple. If you are looking at buying Google because of the Android OS, don’t waste your time. Google is a great company, and the plethora of Android devices only serves to extend their lead when it comes to services like Google Search, Gmail, YouTube, and Google Maps. However, the company can’t police the use of Android in the way that Apple Inc. (NASDAQ:AAPL) can control the iOS system. If you are looking at buying Amazon, do it because of their huge competitive advantage of low prices, fast shipping, Amazon Prime, and more. However, if you are looking for a great device company, look at Apple. The company has tight control over its hardware and software offerings, and the difference in quality apps on iOS versus Android is stark.