Philip Elmer-DeWitt paints this as Android making Steve Jobs nervous, but I don’t see it that way. It’s not like Apple lost share, they gained. And they did so while selling on just one carrier, without lowering prices or offering rebates or BOGO deals.
What I see is Android gaining most of the share Microsoft is losing.
And why shouldn’t Android pick up Microsoft’s lost users? After all, WinMo users are used to a myriad of fragmented models with different hardware features and screen sizes. They run varying versions of the OS, with each manufacturer slapping their own apps or front-end on them. It’s just like Android. Yes, a WinMo user will feel right at home there.