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Apple is balancing on a knife edge. I think we're looking at the end stage of a successful technology disruption on the classic pattern. The question is no longer whether Android can be stopped, but when Apple's market share will fall off a cliff. I think that could easily happen as soon as the next 90 days.

Eric S. Raymond

The case for dumping iPhone, or at least threatening to do so in order to renegotiate Apple's subsidy requirement away, seems pretty open and shut. Apple has things all its own way right now — skimming the lion's share of the profits off the carriers' business without having to shoulder their risks. But this is an unstable situation, because the carriers' investors won't tolerate it indefinitely. What happens when they revolt?

Eric S. Raymond

Android continues to stomp its competition flat. Even the post-Jobs Apple can't stem the tide; it's pretty close to the 10% niche market share I predicted back in 2009 already, with no sign that trend will or can be reversed.

Eric S. Raymond