Yeh, I put them on the list because I do think they'll slide into the third slot. Their deal with Nokia gives them good reach, especially in emerging markets.

Yeh, I put them on the list because I do think they'll slide into the third slot. Their deal with Nokia gives them good reach, especially in emerging markets. Also, they have a huge warchest of funds and the patience to loose piles of money in order to get market share in an important market (XBox, Bing, ...).