[ghaff]

There are so many interesting dynamics going on with tablets that it's really hard to read the tea leaves about where things are going. You seem to have long (in part because unsubsidized) upgrade cycles, larger phones, questions of reconvergence(?) with laptops, indirect competitors like Chromebooks in areas like education, very cheap entrants like the $50 Amazon Fire--the list goes on. I'm neither bearish nor bullish on tablets as a category simply because I find it so hard to really get my head around the space.