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Technology Stocks : Apple Inc.
AAPL 259.48+0.5%Jan 30 9:30 AM EST

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To: i-node who wrote (109031)2/13/2011 2:21:50 PM
From: Cogito  Read Replies (1) of 213183
 
So the numbers from Gartner and NPD are different, as usual. The NPD numbers you posted show that Apple lost a whopping 0.3% of market share (in an expanding market), and that the iPhone 4 was the top selling phone in the US in the quarter, despite the fact that it was still available only from AT&T.

Meanwhile, we do that Apple sold 93% more iPhones in their fiscal Q1 2011 than they did in Q1 2010, and that sales of the iPhone were constrained by manufacturing capacity, not demand.

Clearly, Android's increase in market share hasn't come at the expense of the iPhone.
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