Analyst sees "ominous signs" for Android vendors. Says Q4 may be the quarter 'droid users switch to Apple's iPhone 4S
Drawing from AT&T's (T) and Verizon's (VZ) reports for the September quarter, Morgan Keegan's Tavis McCourt sees what could be bad news for the makers of Android phones and good news for Apple (AAPL).
In a note to clients issued Monday, he writes (I quote):
Although Samsung may have since overtaken it, Apple was still the world's No. 1 maker of smartphones, with 18.1% market share in Q2, according to Gartner, the manufacturers of phones running Google's (GOOG) Android operating system together account for 43.4% of worldwide smartphone sales.
Analysts estimate that Apple may have sold as many as 90 million between 2007 and 2010
Next week, when Apple (AAPL) releases its earnings for the quarter that ended Christmas Day, it will be closing the books on the era of AT&T (T) exclusivity in the U.S. -- the company's largest single market for iPhones.
It was an extraordinary run, despite all the jokes about dropped calls and flaky service. Since Apple MOREPhilip Elmer-DeWitt - Jan 13, 2011 7:01 AM ET
The next day, some analysts are having second thoughts about the Wall St. Journal's scoop
"WSJ's Lame Entry in the iPhone Rumors Game," was the headline on John Gruber's Daring Fireball blog Monday evening, even as after-hours traders were driving Apple's (AAPL) shares to dizzying new heights. (See Apple surges on Verizon iPhone report.)
Gruber's headline could have served as the lead for the report issued to clients early Tuesday by Morgan MOREPhilip Elmer-DeWitt - Mar 30, 2010 9:49 AM ET
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