Even small changes like RIM's shift to optical trackpads instead of trackballs in its new devices should improveprofitmargins by decreasing warranty costs, UBS analyst Phillip Huang said in an August note.
In America, consumer spending will grow by 3.5% as unemployment falls while businesses will improve their profitmargins, even as commodity prices rise.
Immelt points to solid demand for GE products in the U.S. and in emerging markets as more than making up for European weakness, and he expects profitmargins will improve.