Is under fire in US, driven by Apple devices & clouds and there is no easy times to come for operators in near future either while they forced to invest and upgrade for faster (and expensive) networks ie. 4G LTE to keep consumers happy. 3G starts to be history allready. Apple is running ahead of of the tech. curve with new devices and new Ipad is not going to make it anything more easy for them. They are between the hard place & rock, telecom operators - there is no choice but to respond for consumers requirements no matter it takes years before those investments pays anything back. On the other hand it boost the network traffic which brings extra coins for them but this isn´t very profitable for them for times but just "must to do" issues because without they would start loosing customers for competitors. Apple is holding the cards and they do not leave much for operators who should try to find something additional "niche" to generate extra cashflow.

Price is high:

Texas Instrument profit warning today is sign of weakness for Nokia phones demand but it was relative small warning only, even it was allready fifth warning on the road.

Mentioned earlier this is coming, meet the first Daimler model with integrated SIRI,

Mercedes will be the first automaker to support Siri now, allowing one to make appointments, change songs, send messages, and more with the digital assistant. A docked  iPhone 4S will integrate with the car’s speakers. Phone 4S and Siri support will only be available in the Euro-only A-Class initially, although Mercedes says that the technology will be coming to the B-, C-, and E - Class models later this year.

The new Digital DriveStyle app allows drivers to stream AUPEO! radio (Europe’s equivalent to Pandora), connect with Facebook and Twitter to read out status updates, find your car in a crowded parking lot and get real-time traffic data and point-of-interest searches through a new Garmin navigation system. All of which is available with the entry-level “Audio 20’ setup.

Clearly, the targeted customers are young peoble to expand Daimler customers.

About markets: I am neutral with one word and also very passive to operate.

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