Get Out the Salt
One thing to keep in mind here is that Chowdhry's research note is entirely made up of unconfirmed rumors and speculation. Since this story came out, both Google and Android and denied that the first Android device has been delayed to 2009.
I think there will be demand for Android-based phones. Most smartphones in the U.S. market are targeted at business users, while only Apple has been really successful reaching out to consumers. But because the iPhone is only available through AT&T, the other carriers are looking for good, consumer-oriented, models to compete against it. It's likely Android is going to fill that need.
I severely doubt any single Android model is going to have the appeal of the iPhone, but HTC plans to release a range of smartphones with different shapes and configurations to appeal to a variety of customers. Also, there are going to be Android-based devices from other makers, including Samsung and Motorola.
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