I think Fred's point was that it's an entirely new market opening up. As you say, a middle-class value-conscious market. It will be a huge market, so businesses

I think Fred's point was that it's an entirely new market opening up. As you say, a middle-class value-conscious market. It will be a huge market, so businesses need to get out in front of it. But replicatorblog's point (as I understand it) is that iOS will still own the high-end of that market, and that segment is worth more $$$ than its number's suggest. If you're in control of the high-end, you can exert undue influence on consumer mind-share and developers. That matters for something. Anyway, IMO this is not an iOS-vs-Android issue. New markets are going to open up, Android will be there. iOS will still be a cash-cow. Win-win, everybody celebrate (except Microsoft)