In the Apple vs Google showdown, the best investments may be ARM and Qualcomm.

FORBES: ARM Holdings and Qualcomm: The Winners in Mobile

This space reminds me of Apple, vs Google vs Amazon but the prize is not the device and content audience.

FORBES: Why Google and Microsoft Are Competing for the Airwaves (And What It Says About Opportunity)

Apple ninjas vs. the power of Google Fu?

CNN: Steve Jobs ninja story won't die on Web