Just to be sure, I wasn't discounting them - as I said it remains to be seen how they scale to the DIY challenges that I mentioned. Also the impact of any limit

Just to be sure, I wasn't discounting them - as I said it remains to be seen how they scale to the DIY challenges that I mentioned. Also the impact of any limitations resulting from these scale issues (if they prove to be a problem) may not be that much in terms of lost sales - as more than anything Apple's success lies in building brand loyalty and the Apple customers may choose to live with those limits. But it will pose problems for them if they target rapid sales growth outside the US.