Actually if you look at the market share figures, they're both expanding their market share without having to really go for each other due to the growth in smar

Actually if you look at the market share figures, they're both expanding their market share without having to really go for each other due to the growth in smartphone usage (that is them picking up users from feature phones or new phone users) and those migrating away from BlackBerry, Windows Mobile and so on (between Samsung and Apple they're currently squeezing everyone else out of the market). As things stand globally both are growing share of market, revenue, activations and total installed user base. In terms of trend however there are a few interesting things happening. Over the past couple of months Android actually dropped overall US market share for the first time since if started taking off. In absolute terms it still grew, but less than the market as a whole. The market got bearish on Apple sometime last year. What's really interesting though is it was about the same time that, in the US at least, the iPhone started growing faster than Android, a trend that has not only continued since then but has actually been increasing: http://twitter.yfrog.com/oe7etlp http://twitter.yfrog.com/oe7etlp The TL;DR version: Most investment funds, run by the same organisations who employ / fund / listen to these analysts, under perform the market. While what they say is interesting, the fact they don't get something might not be that big a deal.