Tim Cook described in 2 words how Apple has demoted Android into a marketing on-ramp for the iPhone (AAPL, GOOG) – Silicon Alley

Back in January of this year, Apple CEO Tim Cook told analysts something that didn't make a lot of news at the time but in hindsight is turning out to be incredibly important if you want to understand why the iPhone 6 and 6 Plus are decimating the competition. According to a transcript, Cook said: We had the highest number of customers new to iPhone last quarter than in any other prior launch; and also that the current iPhone lineup experienced the highest Android-switcher rate in any of the last three launches, in any of the three previous years. The two key words there are "Android switcher." Now a note to investors from Credit Suisse analyst Kulbinder Garcha and his team, coupled with another recent note from Cowen & Co., have provided more evidence that Apple has gone beyond its previous strategy of merely creaming off the high-end buyers and leaving the rest of the market alone. Rather, Google's Android system now appears to be functioning as a marketing on-ramp for iPhone...

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