In other words, using even the simplest strategy to bifurcate the market meant you still had a correlation of 90% regardless of whether you owned value or growth.
We believe this is about to change with the next iPhone offering different screen sizes that we believe will allow Apple to better bifurcate the market and expand its reach.
Exploding security risks likely will re-bifurcate the smart phone and tablet markets away from one converging business and personal smart phone device to separate business and consumer smart phones and tablets, potentially creating a new leg of wireless growth for device manufacturers and wireless providers.