Google has stated that it's not counting upgrades. Fair enough.
But could Apple tell us how many iPhone 3 DEactivations they are getting?
Almost every single iPhone 4 user I've met is trying to sell/dump an iPhone 3. Which implies that the actual number of iPhone users is almost a flat line and not increasing much at all.
Whereas, people I see picking up Android phones tend to be people dumping older "dumb" phones, which implies Android taking market share from Nokia, Motorola etc etc...
I don't want to cast aspersions, I'm just curious because the story is about numbers and Jobs isn't giving us all of them.