Android to become billion dollar business in 2011

We believe Android could provide over $1 billion in revenue from advertising to Google in 2012. We believe that Android generated $5.90 per user in mobile advertising in 2010 and expect ARPU to increase to $9.85 in 2012. In comparison, Google search generated $18.85 per user and Google advertising in total generated $25.77. Additionally, we expect Google's revamped Android Market will enable users to download apps on Android more easily and could increase monetization per user from in-app advertising over the next two years.