I think 40% makes sense. Remember that for Apple, the US is a market above all others. For a lot of other players, the US is, at best, just one of many first-cl

I think 40% makes sense. Remember that for Apple, the US is a market above all others. For a lot of other players, the US is, at best, just one of many first-class citizens. Apple is a US company, Samsung/HTC/Nokia/RIM/BLAH aren't. They market very well to US consumers, both their products and their brand. Also, Apple products tend to go on sale in the US first. Even if you cut it by half, the numbers are still embarrassing for everyone else.