A recent article was about open mobile device platforms such as Android, but you see similar trends in the fixed world: eHomeUpgrade has a nice series of reports on Online Home Video Delivery that includes Apple, Microsoft, Sony, and Netflix.
Sales are up 24%, earnings up 75%, margins topping 30%, stock price up 146%; shortcomings of iPhone, iPod are a calculated risk for upgrading, upselling, re-hyping; I would sell my shares if Apple got its iPod right.
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