It's me, Pete... from the podcast.

Ars on NPD research that Android gains eating away at RIM

Android market share gain coming at the expense of BlackBerry

According to NPD’s Mobile Phone Track, Android was installed on 44 percent of all smartphones sold during the third quarter, up from 33 percent in the second quarter, while iOS saw a slight bump from 22 to 23 percent and RIM dropped into third place at 22 percent.

Makes total sense to me. Here’s what I’m hearing, based on my own “rigorous” empirical research: my Blackberry using friends don’t like the devices and would love an iPhone, but they hate AT&T more than their phones, so they go for Android as the default other choice that’s not an iPhone. I have to wonder what an iPhone-carrying-Verizon will do to that process?