I remember now why I stopped subscribing to his blog. He uses sheer volume to communicate his points and accuses of others interpreting facts based on what they want to see yet does the same himself. The US provides no leadership in smartphones? So who is, Japan, Taiwan, South Korea? He talks about Japan leading the US, yet in Japan Google / iOS dominate 95% of the smartphone marketshare (57% and 38% respectively). I like that he conveniently throws mixes smartphone and cellphone data using which ever is most convenient to him and ignores facts inconvenient to his argument.