In November 2009, the iPhone OS accounted for 55% of the mobile web usage in the US; now it's down to 44%. In the same timespan, Android grew from 27% to 42%. The US can be seen as a test bed for the rest of the world, since Android hasn't been pushed as much outside of the US as it has been inside of the US. In Apple's defence, though, the arrival of the iPad in the coming weeks may reverse the declining trend of the iPhone OS. And, as noted, the iPod Touch is not included in these figures.
All in all, it's clear that Android is no longer just a speck on the horizon. Google's mobile operating system is a serious threat to Apple's iPhone, which could further explain why Apple decided to sue HTC. Jobs might be drinking coffee with Schmidt in a nicely staged press moment, but in the meantime, the '80s and '90s are happening all over again for Apple: the PC business model beating the Mac one.