the iPhone doesn't compete against Android. The iPhone competes against all of the handsets running Android. And it's killing them. The 3GS as the second best-selling handset? That's frankly embarrassing for Android.
Yes, the iPhone does compete against Android. The last time I went into a AT&T or Verizon store, this was obvious. To say that the iPhone does not compete against Android is silly.
the 2nd most popular handset
Because there is only two hardware choices, the iPhone 4 or iPhone 3GS. Making this argument is so empty, in that it does not take into account the reasons behind it.
the most popular mobile OS
Hello Mr. Straw man. The article was about iPhone; if you read it it states "covering U.S.
mobile phone sales". Now, if by mobile OS, you are also adding in the iPad, that is debatable. I've been a iPad 3G owner since April 30th 2010, and I can tell you that I do not consider the iPad a mobile device. Sure, its easy to carry, but to lump in its sales with phone handset sales is a stretch. If you are making that stretch, how about adding netbooks into the mix as well?
. Again, the article was about the iPhone vs. Andriod handset sales, not the tablet sales. Another Straw Man approach to a comment about iPhone handset sales.
When your sales numbers for phones are ~50% of that of your competitor; whereas a few years ago they were barely a blip, then yes that means they are getting kicked in the teeth in handset OS sales.