A few days ago I posted a glorious take-down of one of Bill Palmer’s incoherent rants about how the iPhone 4 preorders (which were and are really goddamn impressive) meant that Android momentum was over. I suggested Bill make an argument not based on a single data-point, and did so with colourful language. Because I’m a colourful sailor.
Anyway, Fortune has a piece today about 77% of iPhone 4 preorders being upgrades, rather than new customers. Which means that ~462,000 of the orders were upgrades, meaning that only 138,000 were new customers. Now, that’s still a good number, but hardly the tidal wave Bill was suggesting.
It also means I was right: the iPhone userbase is such that they can shatter sales records on upgrades alone.