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As Competitors Slum It, Apple Prepares Android-Crushing iPhone 6

By: Rocco Pendola | 08/19/14 - 08:00 AM EDT

Stocks in this article: AAPL

NEW YORK (TheStreet) -- These numbers could lead rational human beings to believe Google's (GOOG) Android operating system dominates Apple's (AAPL) iOS. All else equal, that's the only conclusion you could draw from 79.6% to 84.7% and 13.0% to 11.7%. A butt-whipping of epic proportion.

But -- and this ought to be the mantra of not only tech but so many of life's conundrums -- all things are not equal. We're not dealing with a straightforward this versus that, either/or proposition. It's more complicated than what you see here from IDC:

The key takeaway from the IDC data sits in this graph:

And, of course, it's already being misinterpreted. Like by a guy who writes for a popular "business" Web site who said:

So Apple may dominate the high-end smartphone range, but ... around 85% of all smartphones are Android phones, which means most people prefer smartphones when they cost under $200 [ bold emphasis added].

most people prefer ...

How about the folks who can't afford a smartphone that costs more than $200? How about the folks who can't pass the credit check for a contract and can't afford a smartphone that costs more than $200? And so on ...

Read MoreEven Buick Is Kicking Microsoft's Butt

Something tells me it's not about preference; rather necessity born of budgets and disposable income or lack thereof. Maybe even some fiscal restraint among the cats who could spring for a $650 iPhone off contract, but decide not to. Whatever -- but to say "most people prefer smartphones when they cost under $200" is akin to saying "most people prefer four-door sedans when they cost under $25,000." No -- most people buy Kia and Hyundai and Toyota and Honda because they can't afford BMW and Mercedes and Audi and Tesla. It's hardly about preference. I prefer a Model S to my Prius, but factors other than preference made my decision for me.

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Rocco Pendola writes for TheStreet. He lives in Santa Monica. Disclosure: TheStreet's editorial policy prohibits staff editors, reporters and analysts from holding positions in any individual stocks.

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