### Comment:
&gt; core competency is 
  
 I mean their core is phones and that's slowing down. So...

### REPLY:
You are right. Over the last 10 years they have basically turned into a phone company and that shit can change fast. Remember how Nokia was the king of the world? Or when Blackberry ruled? It doesn't take long to fall from this perch in the mobile world.

### END.