Xperia market share gain is not being priced in, they are poised to move into third place behind Apple and Samsung as they are growing market share espcially in asia. PS4 is a homerun as well; I tried to buy one and can't; people are selling their units for $550 to $800 on Ebay which reflects the true demand by the public. Pre-orders are over subscribed and you can't even buy them anymore. Also the film business will turn in 2014 with the launch of Spiderman 2!!!! Tons of catalyst going forward. TV and camera business is stabilized at worst and won't continue to bleed in 2014.