The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.NEW YORK ( TheStreet) -- The multiple of "anecdote" is "statistics." Where am I going with this? If you are interested in the smartphone wars, you will note two things about the Android platform and the U.S. market for smartphones in particular. Android took off in the U.S. starting in November 2009 with Verizon's ( VZ) launch of the first Droid model. As of July 2011, a staggering 550,000 Androids were activated world-wide daily. In the U.S. market, the vast majority of Android activations have taken place on two-year contracts, the first of whom are coming due in the next five weeks.