"Users appreciate that Apple can take full responsibility [for the platform]," said Oppenheimer after criticizing the "fragmentation" of Android, a term Apple uses to describe the multiple versions of the OS on handsets from multiple manufacturers. "Android turns customers into system integrators, and there are few customers I know who want to be a system integrator."
"Someone did some brainstorming to come up with that one," Gottheil said.
"But Apple has reason to be concerned about Android," Gottheil continued. "Google is working quickly to ameliorate early problems with Android. Apple will not dominate the smartphone market alone, but it's end-to-end coverage is going to appeal to a large part of the market."
Apple also took questions about its recent lawsuit against Samsung, a long-time supplier of components for the iPhone, as well as the newer iPad 2.
The two companies squared off last Friday when Apple filed a lawsuit in a U.S. federal court, charging Samsung with 10 counts of patent infringement, two of trademark violation and two of trade dress violations for allegedly copying the iPhone, iPad and iPod Touch to make its Galaxy Tab and Galaxy smartphones.
"We are Samsung's largest customer," Cook said. "But they crossed the line."
Sign up for CIO Asia eNewsletters.