Anthony Rock very much has a "glass half full" way of looking at the smartphone market, and one that is very relevant in all the online discussion about Windows Phone's current success level. If you take all the people on feature phones, who will upgrade to a smartphone at some point, that's a huge number and a dominant percentage of the market. That's where Microsoft's mobile platform can succeed.

...smartphone penetration in the USA is either 35% or 44%, depending on who you ask and what, exactly, qualifies as a smartphone.  So, we’ll play the numbers and hazard a guess of 40%, realistically, but it could go either way.  This leaves right around 60% of the US market still in the market for a smartphone, and if you factor in all the cheap smartphones, old smartphones, and upgrade-every-year smartphones, the number just gets higher for how many people are going to buy a new smartphone in the next few years.  This market is far from closed, and when you go outside this country, the numbers for smartphone penetration just get lower and lower... In short: The market is wide the hell open for everything.  This is anything but a two-horse race, and it’s anything but finished.

Which puts aside the power of advertising and group think in terms of a choice of mobile platform, but it's the start of a strategy.