I think what we're seeing is that there is more than one road to success in the mobile market. Apple has a lot of momentum in the app market, clearly, and most

I think what we're seeing is that there is more than one road to success in the mobile market. Apple has a lot of momentum in the app market, clearly, and most users that really care about apps buy iPhones. But a lot more people just want an upgrade for their old feature phone and buy whatever looks reasonable at the carrier's phone shop. I suspect Android is selling well to those people and probably growing market share more at the expense of the feature phone makers than at Apple's. Microsoft's chicken & egg problem is that Apple owns the app-rich high end and Android owns the low-end so they have to find some way to squeeze in. I think they'll have at least some limited success just using their financial muscle to push their phones into shops.