Yagottabe Kidding

The Commoditization of the 'Dellphone'

Commoditization of the cellphone space is exactly what that RBC "analyst" didn't take into account. Lack of profit margins will kill the less-than-nimble. The HTCs and Nokias of the world, able to spew out a dozen phones every couple months, should do okay (but not liking it) but whither the two-phones-a-year companies like Palm? Can they afford perpetual 15% margins?