>>Would you say Google has shown its poker hand?<<
Looks like they're going to try to bluff with Nortel's patents. Well good luck to them. This is apparently the game they all play.
>> . . . Can you find any consolation in the data here?<<
Sure, iPhone is losing but IOS is winning because of iPad. IPad is undoubtedly stealing share from iPhone so that's a wash. In the race that really counts, the bottom line, Apple is still way out ahead.