First of all, they've had a pretty good run so far, so the bet against that seems to have worked out. Also, changing markets are part of the difficulty for alm

First of all, they've had a pretty good run so far, so the bet against that seems to have worked out. Also, changing markets are part of the difficulty for almost all businesses. Apple would have been in serious peril of losing the business case of their ipods once everyone else was making cheaper devices with all of ipod functionality (plus phone calls!); fortunately they adapted.