There are several perfectly legitimate ways to interpret what those numbers mean for Apple (AAPL).
My colleagues at CNNMoney chose a different interpretation. They compared Apple's big Christmas quarter to its dependably smaller March quarter and ran this as their lead headline:
More bad news for Apple
Verizon iPhone sales tumble 33% in first three months
That, in my humble opinion, is just wrong. As Asymco's Horace Dediu points out, it treats the normal drop off from December to March as if it were breaking news. "It's the equivalent of writing a headline 'Fire is cold,'" he suggests, "without adding 'compared to the surface of the Sun.'"
To his credit, CNNMoney's David Goldman mentions in the body of his story that "year-over-year, Verizon's iPhone activations grew by 25%." But that's not what his headline says.
After a stratospheric rise this summer, Google has been stuck at around 200,000 activations a day since early August.
Update: (Dec. 8th) Well, it looks like Google's numbers aren't flat. They just waited a little while to report them.
Google's (GOOG) Android has been on a tear lately, dominating growth in the smartphone market in just about every major survey. But amongst the Gingerbread hoopla today, the number of Android activations has to be MORESeth Weintraub - Dec 6, 2010 4:10 PM ET
...and Honeycomb and Gingerbread are two different Android OS forks, one for tablets and one for smartphones.
In an excellent story on the Android Invasion, Newsweek's Dan Lyons get's some new activation numbers from Android Chief, Andy Rubin. Rubin says that Google has recently passed the 250,000 activations/day mark, though only once, yet the numbers continue to rise overall.
That rate is 1 million every four days, just under 8 million a MORESeth Weintraub - Oct 4, 2010 4:56 PM ET
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