http://www.asymco.com/2010/11/03/what-do-you-have-to-believe...
His key arguments where that:
* Android wouldn't grow faster than the average of RIM, Nokia, HP and Apple.
* Nokia wouldn't dump Symbian&Meego for someone else's OS.
* Android wouldn't do a great deal better than Windows Mobile
* Android vendors wouldn't be profitable
So not very good really, in fact a total blowout. Maybe he knows stuff about Apple, to be honest I think he's just like a sports fan during a season when his team is playing well. His elaborate theories of why they are succeeding don't seem to mesh with reality much, except in that Apple is doing very well, and I'm not sure he cares if they do or not.