[bane]

"But Apple is selling 2/3 as many handsets (not really "almost even") and losing market share"

Actually, that's something I'm not clear on. Apple is losing percentage, but that might be in a growing market. Losing market share would imply the market is staying the same size, no?

[ajross]

No, market "share" is a relative quantity (just like a share of stock or of a pie). iOS sales are undeniably growing, and Apple is printing money with these devices. This doesn't show that they're "losing" in any meaningful way. What it shows is that Android is "winning faster", which may be a problem for Apple long term (or not, depending on where the market stabilizes).