Great points.

Of all of today’s Verizon Android buyers, how many of them made that choice for the network first and the device second? And, by extension, for how many of them was Android a compromise rather than a choice? What will they do if there’s a Verizon iPhone in the future?

This is why I think part2 of Android’s popularity in the U.S. is only a temporary bubble that Apple can choose to burst whenever they’re willing and able to launch a Verizon iPhone.