Here's one datapoint: http://gigaom.com/apple/iphone-flat-in-u-s-as-android-takes-market-share-lead/ http://gigaom.com/apple/iphone-flat-in-u-s-as-android-take

Here's one datapoint: http://gigaom.com/apple/iphone-flat-in-u-s-as-android-takes-market-share-lead/ http://gigaom.com/apple/iphone-flat-in-u-s-as-android-takes-... Apple has great margins, so they'll do fine, even if they stay at 25% marketshare forever. But it seems to be clearer that Android is going to run away with this. The only real question is, who takes the #3 spot. RIM, MS, or HP? I think there will be 3 players in this space. Two are locked in. The last has yet to be decided.