Comment by respondo2134

this would be an incredibly tough play. We've seen few success stories, and even when the product is good building the business around them has often failed. Most of the consumer plays are terrible products with weak execution and no real market. I have no doubt they could supplement lots of consumer experiences but I'm not sure how they are more than a commodity component in that model. I'm a die-hard engineer, but equating the success of the iphone to Ive's design is like saying the reason there were so many Apple II's in 80's homes and classrooms was because of Woz's amazing design.