[rsynnott]

> The most obvious "single" would be the iPhone 5C which, by all accounts, is underselling expectations significantly.

Hrm? Apple's first-week iPhone sales significantly beat analyst estimates and their own records. It doesn't seem plausible that those were all 5Ses.

> Why are HTC and Samsung doing so well in the phone market? Because they offer what clearly millions of people want: a 5" screen.

HTC are not doing well in the phone market. As for Samsung, the Note 3 managed 5 million channel sales in one month, with total sales of the series over a couple of years of only 40 million. 40 million sales over two years is a drop in the bucket for Samsung's sales; the bulk of their sales are of low-end devices (with small screens).

> If Apple had introduced a 5" screen iPhone this cycle, how many would they have sold?

Well, I know I wouldn't have bought one, whereas I did buy a 5S. Not everyone wants giant phones.