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At this point, selling an extra 3-4 million phones to Verizon customers really isn't going to make a huge difference because the rate of Android's rise is just too great. iPhone going to Verizon is too little too late. Apple could have crushed Android if the iPhone came to Verizon 2 years ago.

If they have an exclusivity contract then their hands were pretty much tied.
 
At this point, selling an extra 3-4 million phones to Verizon customers really isn't going to make a huge difference because the rate of Android's rise is just too great. iPhone going to Verizon is too little too late. Apple could have crushed Android if the iPhone came to Verizon 2 years ago.

Actually quite the opposite will happen. Plenty of studies have been done, and plenty of statistics provided over the last few months showing that most people acquiring Android-based smartphones are doing so because iPhone is not available on their network. Those consumers are either locked into a contract or unwilling to switch to AT&T.

Over 3x the number of Android users are ready to switch to iPhone as soon as it hits Verizon versus the number of iPhone users who want to switch to Android. If a Verizon iPhone does become available, I will be the first to switch due to issues with AT&T coverage. Over 40% of AT&T iPhone users would likely switch to Verizon. That's in addition to over 20% of Verizon's Android users likely switching to iPhone immediately plus new consumers. A Verizon iPhone is going to cause bloody murder, but my only fear is whether Apple can keep up with the demand.
 
Actually quite the opposite will happen. Plenty of studies have been done, and plenty of statistics provided over the last few months showing that most people acquiring Android-based smartphones are doing so because iPhone is not available on their network. Those consumers are either locked into a contract or unwilling to switch to AT&T.

Over 3x the number of Android users are ready to switch to iPhone as soon as it hits Verizon versus the number of iPhone users who want to switch to Android. If a Verizon iPhone does become available, I will be the first to switch due to issues with AT&T coverage. Over 40% of AT&T iPhone users would likely switch to Verizon. That's in addition to over 20% of Verizon's Android users likely switching to iPhone immediately plus new consumers. A Verizon iPhone is going to cause bloody murder, but my only fear is whether Apple can keep up with the demand.

So you think the number of Verizon iPhone users gained, and Verizon Android users lost will be greater than Android's worldwide growth?

If Android and iPhone grow by the same amount they did between Q2 2009 and Q2 2010, it would mean that in Q2 2011, the iPhone would sell 11,612,260 units and Android would sell 20,294,340.

Verizon would need to sell 4.3million iPhones to catch Android, and even then, those 4.3million would all have to be otherwise buying an Android based device if the iPhone hadn't been available. Otherwise, Verizon would have to sell anywhere between 4.3million and 8.6million iPhones to 'catch' Android, nevermind exceed it.
 
So you think the number of Verizon iPhone users gained, and Verizon Android users lost will be greater than Android's worldwide growth?

If Android and iPhone grow by the same amount they did between Q2 2009 and Q2 2010, it would mean that in Q2 2011, the iPhone would sell 11,612,260 units and Android would sell 20,294,340.

Verizon would need to sell 4.3million iPhones to catch Android, and even then, those 4.3million would all have to be otherwise buying an Android based device if the iPhone hadn't been available. Otherwise, Verizon would have to sell anywhere between 4.3million and 8.6million iPhones to 'catch' Android, nevermind exceed it.

That's fantastic hand-waving except for one crucial flaw. The fiscal year you've decided to single out represents the "growth-spurt" phase of Android phones. Just like the iPhone in its early days, they've been able to enjoy monumental growth from 0% to their current position, but this type of growth will never again be seen for the platform and will level off just as the iPhone's did. Let's see if Android can maintain or extend their lead over the next year, especially if the rumors of a Verizon iPhone do come to pass. There are still tens of MILLIONS of dumbphone users sitting on the sidelines waiting for this tech to mature and see where things shake out. If Verizon does offer the iPhone sometime in the next couple of years, that will have a huge impact on the decision those people ultimately make if/when they decide to jump to a smartphone.
 
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