Benedict Evans with a chart from Good Technology on enterprise mobile device activations for the second and third quarters of this year. Android tablet and phone activations fell sequentially while iOS devices rose. With the release of Apple’s new phones and tablets in this quarter, I don’t imagine that will improve any for Android, although enterprise activations tend to lag consumer release schedules so maybe there are some timing issues I’m not getting.

As I’ve said before, I don’t think much of surveys but Good is used by a lot of mid to large companies. Anecdotally, I noticed over the weekend that the pumpkin farm we go to every fall now uses Galaxy Tabs in addition to iPads for payment processing, so there’s that.

What do you do when your low-end model is taking sales away from your high-end device? Drive value to the high end.

The iPad Air is only about a quarter of a pound heavier than the iPad mini. I was set on getting a mini but now I think I’ve changed my mind.

As a side note, I love the Apple product pages. Look at it on the desktop and then on your iPhone. Then compare it to the product page for the Galaxy Tab.

Steve Cheney:

In mobile, particularly in consumer markets, there has been an ongoing debate about when or if Android will become the first platform that sophisticated startups develop for. Often times, this argument is wrongly centered around vanity metrics for Android such as worldwide shipments or installed base of each platform.

We’re all getting kind of tired of this argument, I’m sure. The important thing is that the people who keep saying developers will stop shipping for iOS because it’s “Windows versus the Mac all over again” are full of crap. That’s all.

Robert Hof writing for Forbes:

Longtime New York Times tech columnist David Pogue is joining Yahoo to help launch expanded consumer technology coverage at the Internet portal.

Good move for Yahoo, even with Pogue’s… what’s the right word? Issues? Baggage? Historical controversy? Of course, their tech coverage could only go up.

(Via Cali)

Marcus Wohlsen writing for Wired says “Google Without Larry Page Would Still Thrive — Unlike Apple Without Steve Jobs”.

Instead of worrying about a Page-less future, investors sent Google’s stock soaring more than 13 percent today to top $1,000 a share for the first time.

Unlike Apple which is only up 35 percent since Jobs’ death. And what is Larry Page if not Google’s Steve Jobs? Uh, well, he’s something else, that’s what.

Wohlsen’s entire definition of “thriving” is apparently based solely on share price rather than financial performance. Yes, Apple’s margins are down, but so are Google’s since 2010. And Google only just made enough in total net income this past quarter to cover the cost of acquiring Motorola Mobility. That’s not even net income from the Motorola division, that’s total net income. In every measurable way other than share price, Apple’s business is stronger than Google’s. I’m not even sure why you have to drag Steve Jobs into this piece. It’s about Google. Except everything is about Apple, I guess.

Which I don’t understand.

UPDATE: The title’s of Wohlsen’s piece has now been changed to “Google Without Larry Page Would Not Be Like Apple Without Steve Jobs”. Also, I originally said “net revenue” when I meant “net income”. That’s been corrected.

SAMSUNG BEATS OUT APPLE FOR PHONE SALES IN U.S. BLAZZLEROZZLE CAPS LOCK oh, wait…

METHODOLOGY: CIRP bases its findings on its survey of 500 customers that activated a mobile phone in the U.S. in June-September 2013.

You ever just want to table flip the entire technology press?

That’s a lot of percent.

Serenity Caldwell writing for Macworld:

According to a report from The Wall Street Journal on Wednesday, Apple has cut iPhone 5c orders from assemblers and component partners by up to 50 percent, while increasing orders for the 5s. But don’t go shouting “Apple’s plastic iPhone is doomed” off the rooftops just yet—this is fairly normal behavior from our friends in Cupertino.

Also, identifying patterns requires an attention span and who’s got time for that?

The title of this AllThingsD piece by Liz Gannes is “South Koreans Love Phablets”.

In a worldwide sample of nearly 100,000 iOS and Android devices, seven percent were “phablets,” the jumbo-phone/mini-tablet hybrid. But in South Korea, 41 percent of such devices are phablets, according to Flurry Analytics.

But do they love phablets or do they love the home team?

South Koreans have a notable tendency to buy local devices. As of August 2013, 85 percent of devices owned in South Korea were manufactured there, Flurry said. Samsung had 60 percent market share.

The more you slice the “Apple must make a larger iPhone!” argument, the more of a joke it becomes. Maybe Apple will ship a larger phone next year and maybe it’ll be a hit. But to date a large part of the market for these devices has been South Koreans buying local, and Apple’s never going to crack that nut.