It’s not even funny how bad fragmentation will hurt Android and Google in location based sharing and payments apps, short range sharing, and the type of things developers build on top of iBeacon (e.g. payments). Fragmentation doesn’t matter as much when you are the only one person affected, people deal with it. But when your Android phone won’t communicate with others or at POS terminals (tablets / iPads) it will be tough to rationalize. Bluetooth LE in Android is happening now, but fragmentation is a deal killer for devs, and this ensures that state of the art apps around local discovery / wireless will rarely support Android. It’s already happening — Tile has raised about $3M from 50K backers and there will be no Android support (these are tagging devices running Bluetooth LE that help you find lost keys etc).