And he claims Apple was the main beneficiary of Nokia's fallen marketshare, but it was RIM that grew more than Apple last quarter! And Android gained a bit as well.

The 5% Nokia lost is a typical swing that sounds large to Apple, since they only have 1% of all devices and 17% of smartphones, but when you're 4000% larger from a devices standpoint and a bit over twice as large from a smartphone position, and you aren't hedged with 39% of your sales in the US, that 5% is miniscule and easily recoverable.

But see what happens to Apple if it begins to lose 5% of its US position. It should happen soon with Nokia entering the US to grow while Android and WinMo are focused on Apple. Nokia will easily pass Palm in the US, and just may give Android something to ponder. Dilution in the US market is slowly happening, and we could feasibly see 3 or 4 OSes garner over 15% of the market.