At scale, [Microsoft] is likely the only company offering a cloud solution that is truly robust enough to be trusted in what has become an incredibly… - Rob Enderle

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

[W]e're easily distracted with shiny things. Steve Jobs was an expert at showing us shiny things to get excited. ... Buying phones that favor entertainment would likely be career suicide ... Your job might actually depend on this phone, and no cool app, game or movie will mitigate that one Blackberry advantage.

With phones moving to technologies such as Apple Pay, an unwillingness to assure security could create a Target-like exposure that wipes Apple out of the market.