I think the WeChat worm proves entire classes of handheld devices will be affected, with consequences beyond what Tencent can afford to remedy. I think we’ll se

I think the WeChat worm proves entire classes of handheld devices will be affected, with consequences beyond what Tencent can afford to remedy. I think we’ll see the most-centralized ideas suffer first, not necessarily the Western ones who relied on being too big to fail and prioritized stock buybacks.