Apple's move to vertical integration with processors could end up killing the iPhone, and the benefit just doesn't warrant the risk. - Rob Enderle

Apple no longer owns the tablet market, and will likely lose dominance this year or next. ... this level of sustained dominance doesn't appear to recur with the same vendor even if it launched the category.

Steve Jobs set Carly Fiorina up over a decade ago. He used compliments and empty promises to make sure HP never brought to market an iPod competitor and, while it isn't certain that HP would have been successful, had it been, Apple likely wouldn't be around today, and Fiorina lost her job partially as a result of that scam.

FRAND licensing ... in theory, would prevent someone with competitive problems from raising prices on competitors to cripple them if they were successful. Interestingly, the only firm in recent memory that ever did this was Apple ...