Originally Posted by a1ang
I'm surprised that no one has commented on the statistic that 70% of current Android OS users would remain loyal to that OS. No surprising but it does imply that the longer Apple leaves the Verizon market open to the Android OS, the harder it will be to penetrate. Do you guys think they will stay out of it for another 2-3 years as the 5 year contract would imply?
Maybe we'll find out tomorrow how rock solid that AT&T exclusivity agreement. It seems to me though that is exactly where Android becomes a threat to everybody else. For all the complaining about fragmentation and crappy phones, that 70% would stick with the platform is a telling statistic. It means Android is entrenching itself in the market with Verizon as the banner bearer.
Ultimately though, at least for the US, Apple has to deal with these numbers:
Verizon + Sprint = ~153 million subscribers
AT&T = 85 million subscribers
T-Mobile = 35 million subscribers
If Apple simply leaves the CDMA market alone, that will get plenty of time for Android to entrench itself to the point that Apple will have a tougher time competing even when all the networks move to 4g.