Although we do not expect BlackBerry to ever reach the heights it once commanded in the smartphone market, if it manages to win market share back to over 3% by the end of our forecast period, there could be 30% upside to our price estimate.
Thus, even if the company manages to double its market share by the end of our forecast period, it will only have a marginal impact on its stock price.
If Windows Phone 8 (or indeed any other smartphone ecosystem at all) manages to make themarket a tripartite one, Windows, Apple and Android, then the negotiating power of Apple is almost certain to decline.
The underlying strength of the VW group is that it manages to make a range of models that appeal to different segments of themarket but use many of the same parts, especially in the bits of vehicles that are normally out of sight.
Having missed the mobile business as its x86-based mobile chipsets fail to gain much traction in themarket, Intel will be well served if it manages to leverage its manufacturing prowess to become a major player in the growing foundries business.