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Roger Knights is a
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Winners and Losers in Today's Market [View article]
Consumers are ditching their land lines in favor of cell phones and VOIP. And there is a trend toward using smartphones as all-purpose devices (GPS, internet surfing, PDAs, game-playing gadgets, book-readers, etc.). There is tremendous room for the iPhone to grow. And it's only getting started internationally. (Don't forget, in three years its "exclusive" arrangement with AT&T ends and it will have the rest of the US market to go after, giving it a fresh burst of steam at that point.)