The idea that smartphone users were stalling to get the iPhone 4S seems to be a solid one, especially given Apple's strong opening sales. However, we're having trouble accepting that this is an "ominous sign for Android", because while there were some new handsets released for Android in Q3, the major releases that people have been waiting for are the Samsung Galaxy S II, Samsung Galaxy Nexus and DROID Bionic.
Q3 ended September 30th, and the Galaxy S II wasn't released on AT&T until October 2nd, and its Verizon cousin the Galaxy Nexus isn't due out until November, so there is a possibility that Android users held off on upgrading for those devices and not the iPhone 4S. Just as the iPhone 4S sales numbers can back up part of McCourt's idea, the global success of the Galaxy S II can be used to back up our idea that this may not be as terrible a sign for Android as McCourt believes. The data could certainly point to Apple taking back some market share from Android as well as other smartphone makers, but we're not sure that "ominous" is the right adjective.