Great point. The predictions of winner and losers kinda reminds me of people predicting the next larger band than the Beatles. When have they ever been right?
Mobility isn't played out, it's just getting started. All we are seeing now is how large demand is for these devices. There still isn't the right mix of devices in the market. Five years from now will look very different from today. Way too soon to call it.
this is the best thread! you guys amazing in understanding the issues and the business environment,You sound logical, knowledgeable. and you make sense. I'll take your advice in any time and discard the analysis. I learned a lot from you