By Philip Elmer-DeWitt
November 5, 2012

FORTUNE — Here are two Monday morning Apple (AAPL) news items that pull in opposite directions.

Aymco’s Horace Dediu has published a series of charts that show the growth in the smartphone market share of Google’s (GOOG) Android slowing over past six months while iOS is still gaining. See The late smartphone adopter paradox.

Meanwhile, a website called Tom’s Hardware┬áhas found a survey that shows what the site says is the first ever drop in iPhone loyalty:

“According to research conducted by Strategy Analytics, a study found that 88 percent of U.S. iPhone owners are likely to buy another Apple smartphone, representing a decrease from 93 percent last year. In Western Europe, meanwhile, the total stands at 75 percent, which is a decrease from 88 percent in 2011.”

We’re not familiar with Tom’s Hardware, but exploring the site we came across a Jimmy Kimmel video in which the comedian says — to laughter and applause — that anyone who stood in line for an iPad mini Friday should be “punched in the throat.” See here.

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