how quickly the tide changes. iPhone is not Intel.

http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20070110:MTFH49765_2007-01-10_17-52-32_N10288928&type=comktNews&rpc=44

Samsung ?

http://biz.yahoo.com/ap/070110/sector_snap_semiconductors.html?.v=1