Milhouse, I didn't say sales was determined by differentiation-- I said purchaser choice was. Of course, that choice does drive sales, but again, Apple and Nokia are moving at different rates here (both intentionally) so I still think predictions of success or failure are premature.

And contrary to your last point, I don't see the company with nearly 40% of the global cell phone market rolling over for Apple or any other company.

FYI, I started buying Nokia stock again (before I even hired on) at around $15 USD per share. It's now at around $37. I'm betting stockholders are happy... the tablets don't currently affect that valuation either way in any measureable amount. I doubt you can say that for any of the few SKUs in Apple's portfolio.