is it possible, kind of like the band radiohead after okay computer, when everybody said they lost their touch. are people expecting too much stuff out of apple? >> possibly. i think this really is the winner's curse. they won and now everyone wants them to keep going and it's really tough to stay on that treadmill. you've had some big changes in the management side and it takes a lot to digest. they've got some big, big shoes to fill with steve gone. i think that's part of the problem. >> at least when it comes down to global market share for smartphones, just talking about smartphones here, you have for example strategic analystics -- >> those are $10 phones. >> i agree. >> they are giving them away. >> they are much cheaper. but at the same time, what's happening to apple? is it backsliding? >> no, i'm telling you, i think you hit that point. i come back to replacement cycle, they are not bringing over the new people who would come over from android. people are going the other direction, if they're going anywhere. many people are just sitting there waiting for the new phone, for the t