I'm not quite sure how the numbers Fred shows prove his point. Android has a larger market share, but it's only been one month since the Verizon iPhone launched

I'm not quite sure how the numbers Fred shows prove his point. Android has a larger market share, but it's only been one month since the Verizon iPhone launched. It's entirely probable that had it not launched, Android would have a significantly larger market share. Likewise, it's possible that given another three months, Android's share will reduce even farther. The only thing the numbers prove is that the Verizon iPhone was not a magic bullet that killed Android immediately on launch, but nobody expected that. (I don't actually expect Android's market share to decrease in the coming months either, but my point is that the numbers aren't very useful right now.)