If I were an Apple stockholder, this could not be better news. They're killing it right now, and as the article points out, they are nowhere near saturation in the market. There is literally a ton of market share on the table left to grab. That is going to go to whoever executes better, and right now, nobody is firing on all cylinders like Apple is. And for every piece of market share they grab, they're getting astronomically more revenue than their competitors. What any company really requires to be a smart investment is room to grow in the market, and profitability. As long as you have somewhere to go, and the ability to profit while you're doing it, you're winning. It doesn't even matter if you have the lion's share of the market.
Yeah, but what horse in this race are you putting your money on? The truth is, a lot of that increasing smartphone market share is coming from the cannibalization of the feature phone market. As I pointed out in my other post, a given company doesn't need to capture the largest share of it. They just need to capture more than they have been while profiting off of that growth. As it's looking, there is plenty of room for Android and Apple, and even for Windows mobile OS (if they don't fail to execute) to do their thing. Nobody is going to get squeezed anytime soon that hasn't been already.