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I'm with ptyork. It'll peak eventually. It's up to Apple though to determine how high that peak will be and how long it will hold, but fall it will.
I love my iPhone 3GS more than any other handheld gadget I've had (and I used WinMo for 8 years), but that's not to say there aren't many things that frustrate me about it. When those frustrations get too high and when a competitor that offers a better experience for my needs comes along, then I will move on (as I've moved on from WinMo). So yeah, I feel as if Apple needs to up their game if they're going to keep me as a customer long term.
This chart doesn't show a couple things:
(1) Total unit sales. The smartphone market is exploding right now in the U.S., so even though RIM dipped slightly in market share, their total sales are probably on the rise- as are Palm's with 7%. Which makes Apple's story even more incredible since they've gained market share in a rapidly expanding market.
(2) Who the losers are. RIM lost a little share and Palm has held steady recently, so who is losing the share that Apple is gaining? Nokia? WinMo? Anyway, I can see RIM holding steady with 30-40% of the market regardless of what Apple does.
And of course this is U.S. only. I'm not sure that ending AT&T exclusivity will do much. Truth is, AT&T is the only network the iPhone works on here (granted it works for Voice + EDGE on T-Mobile but no 3G). It's not like more civilized countries where all the carriers operate in the same frequencies. If Apple's not making a CDMA iPhone for China Mobile's massive market, what makes people think they will make one just for Verizon & Sprint? Nor do I see them adding additional 3G radio bands just for T-Mobile.
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64 GB iPad 2 WiFi, Apple TV 2, 32 GB iPhone 4
Early 2011 MacBook Pro 13" (dual boot with Windows 7), Early 2009 Mac Mini
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