Of those 130 million customers Cook mentioned, a considerable number must be new MacBook users. Folks disenchanted with Windows-based PCs and the crappy software Microsoft (MSFT) preloads them with.
While it has been a dynamic one, that process will take longer to play out simply because it's not as easy a financial task for most people to change out laptops. Your phone -- and, to a lesser but growing extent, your tablet -- have become essential items. You're going to make upgrading that phone every two years a priority. And, as the smartphone becomes more of a personal and professional force in people's lives they're going to want to make sure they have the best product possible from utilitarian, design and status standpoints.
That's why people make the switch from the mistake that was Android to an iPhone.
It's plain to see how it all ties together. As I explained in Microsoft Is a Total Embarrassment, the personal choices people make impact -- over time -- the choices businesses make with respect to the devices they arm their employees with (or if they adopt, in some corners, a Bring Your Own Device (BYOD) policy). We saw it go down with BlackBerry (BBRY). Don't wait until it becomes obvious -- and the tech and financial media hops on the Johnny come lately bandwagon -- to shout out that we're seeing it now with Apple, Android and Microsoft.
New Apple customers are, in large swaths, former Android and/or Microsoft users. This will completely transform the consumer marketplace as we know it. The marketshare will continue to reflect the trend, particularly in the United States. As this consumer shift becomes increasingly apparent (heck, all you have to do is look around!), the shift in the enterprise will become more apparent.
When the halo effect takes hold, it has a relentless power you simply do not see with Android. At least not to the level we see it at with Apple. You use an iPhone so you buy an iPad and/or a Mac. If you're using them in your personal life, it feels really dumb (and not very productive) to not be using them in your work life.
We're watching a pretty straightforward, multi-faceted trajectory take shape. Just because it's easy to understand doesn't mean it's not exciting. Quite the contrary. It's pretty incredible to watch Apple work. And it's even better now that Tim Cook has come into his own as a CEO.
Just as I have been for the last several months, he's going after Android. Cook's a prudent man. He's not coming off half-cocked here. The guy would not open his mouth the way he did during the WWDC keynote unless he knew -- unequivocally -- that he has and will continue to have the numbers to back up the trash talk.
None of this is hot air. Not from Cook. And certainly not from me. I don't even have to go back to the beginning of my narrative assault on Android. Since I suggested investors load up on Apple stock, it's up about 19%.
--Written by Rocco Pendola in Santa Monica, Calif.