samsung has been incredibly -- theyul at taking were number one in television. they spotted the phone opportunity relatively early. there is now a sort of legendary story about how they focus the company on that one opportunity, and they have had remarkable success. taking advantage of google android, building a range of products. a high-end phone and then make the full range. >> apple has always bet on the high-end. there is always pressure to commoditize and drive prices ounce. that is what it's happening to smart phones and tablets. that is where amazon spotted an opportunity, saying apple has a tremendously huge half it margin because they charge so much for the product. that see if we can come in at a much lower price point. they are trying to come in underneath and disrupt that profit margin. that is going to be a challenge for apple going forward. i think it's going to take longer than jeff bezos might be suggesting. amazon is a tremendous company. one thing that is not appreciated about jeff bezos , the way he has run a modelhe has really for the new vie