First, those 9 million iPhones that Apple sold since introducing the iPhone 5s and 5c back on September 10th? Well, those brand new iPhone owners or upgraders were never going to buy an Android to begin with. Of the 9 million, it appears that 2.5 to 3 million of them were the lower end iPhone 5c or even the iPhone 4s. That means it's quite possible that Apple's new iPhone line-up did siphon of a few Android users or brand new to the smartphone market.
However, it's also just as likely that when Samsung and HTC introduced the Galaxy S 4 and the HTC One, respectively, they got a few switchers as well. And when Google introduced the Moto X, it also did the same. The same thing will happen with the Nexus 5. It'll net a few former iPhone users.
The second point I like to make is that Google has increasingly become a force for innovation, in ways that I don't think Apple or anyone else expected. Take Google Now. It doesn't have a personality like Siri but it get the job done, better than Siri by a long shot. So, while the iPhone 5s doesn't have a new form factor or bigger screen, the A7 ship with the M7 coprocessor, new camera system, iOS 7, and the fingerprint Touch ID implementation are all very exciting features to look forward to, I don't expect Google to innovate in this manner.
In fact, I can see coprocessors having bigger roles in the future of mobile and eventually, all chips will migrate to 64-bit, I see Google's own innovative roots take mobile in a different direction.
So, I look forward to see what kind of new features that will be coming out with Kitkat and what else Motorola has in stored down the line.
Competition is grand. It's good for all mobile warriors.