"
U.S. consumers will spend 17 percent less on CE this year than last, a new report projects."
"But despite the decline - the largest among 20 large, industrialized nations - important
opportunities still exist within key product categories like netbooks, smartphones and HDTV . . . "
"In addition, with smartphone penetration at
only 28 percent of U.S. households, category growth is a "sure thing,". . ."
Source:
Twice
They are trying to follow the buyer.
As for the iPad, he didn't say that they were BB sales that hit their PC sales. Apple & online helped to deepen their "cannibalized sales".
Ian