Jeff Nolan, who can somehow blog about at about Mach 17, points out why I'm bored with handsets - the real action is watching how low-cost players in China and Korea will change the stale market dynamics:
"...global sales of mobile handsets soared in the last quarter. What's interesting about this is that the biggest prize, China, is developing a very robust hometown set of handset players, companies like Innotech and Benq. I am really impressed with the products that the Chinese companies have been turning out, I have no doubt that between Korea and China we are seeing a wholesale repositioning of the consumer electronics mfg landscape."
That is an absolutely excellent point (and why you should read Jeff).