[sasidharm]

I think he is talking primarily about OEMs. Except HTC, i dont think any other OEM building iPhone/iPad competitors is making much money.

[dotBen]

I'm pretty sure in the handset division, Motorola is making good revenues with the Droid family. They are still some of the most popular handsets, certainly on Verizon.

What impact the failed Xoom has taken on their bottom line, I don't know however.

[18pfsmt]

They report earnings this Thurs after the bell, so we will see then.