Desktop sales were off 12% from the same period last year, a much steeper decline than 2010's final quarter, when the fall-off was just 1%.

CEO Steve Jobs, who remains on an that started in January, did not participate in today's call. But Oppenheimer stepped in to knock , 's mobile operating system, a task that Jobs has taken on in the past.

"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."