He did say something similar before. I remember it because I replied to him arguing it was a ludicrous notion.
https://forums.macrumors.com/threads/1305968/
In other words when the sales are merely great, it's because Apple "core" buyers who keep buying Apple products whereas Android is getting all these new customers. When Apple succeeds in an unprecedented fashion, it's "expected" that a company would succeed like that because, you know, adding a new carrier automatically boosts sale, even though the very same poster said Apple's mostly getting old Apple iPhone buyers instead of getting new customers.
Apple just cannot win with some people on this forum.
No - I think you missed his point. I *think* he was saying that ATT users upgrade to another iPhone. "So basically the carriers have built up a core iPhone user group that they can depend on to keep buying for themselves and their family."
But prior to last year - Verizon had no CORE iPhone users. So it was an "open" market so to speak once they started offering it.
But I won't speak for kdarling. I'm only interpreting it the way I read his comments.