And 6M+ of those are going to be AT&T switchers. I expect Apple to maintain its share in the 25-30% range, and that Nielsen survey aligns with that. But while Android will no longer have free reign of VZW smartphone subscribers, IPhone is also going to see a lot more competition on AT&T from Android and if IPhone is too late to the LTE game it's going to really struggle to maintain share. I guess we seem to have similar perspectives but arguing semantics a bit. AT&T switchers has no net effect on Android. When I say the IPhone should maintain share, I don't consider that earth shattering or significant. I guess when I read your posts I'm surprised that you think there will only be 3-4M new VZW IPhone subscribers, although that probably is in the 25-30% range of new VZW smartphone users. Well, ok, that's double a "fair share" of 6 or so high-end phones. Sure, that's 3-4M less Android sales, but some of those will be cannibalized from AT&T as well, and partially offset by Android gains at AT&T. But I don't think it will be that noticeable when Android surges to 35-40% share this year.