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Q: Do you see Samsung embracing Windows 8 for tablets?
A: Samsung is also in the computer business. They play in the netbook space and the smartbook space. Once Microsoft delivers Windows 8 I don't see why Samsung wouldn't want to participate in that ecosystem.
Q: Has flooding the market with new devices been a good strategy for Samsung?
A: They have been very good at building a brand around the Galaxy name, with roughly a cadence of around a year for each update which not only builds awareness around the consumer but also anticipation. Consumers have come to expect the new iPhone every year and Samsung users and intenders [likely purchasers] are also anticipating the next iteration of the Galaxy.
They have been careful not to flood the market with so many devices that it causes confusion. They have organized them under a single umbrella brand. If you just flooded the market with devices that have no unifying brand that makes it challenging to consumers.
Q: How do the Galaxy devices compare with the iPhone?
A: The specs of the high-end smartphone tend to be broadly the same, with multiple cores and the capacity for a lot of flash memory . It's really the screen size that differentiates and where the market starts to gain momentum.
Q: Do you see Apple increasing screen size in the next iPhone to catch up to rivals?
A: Apple usually allows time for the market to build. They started out with a 2G iPhone and now the anticipation is there will be enough coverage to offer a 4G LTE iPhone this year. At this point the iPhone's[3.5-inch] screen size is essentially 5 years old and falling behind more global trends, so there is a bit of pressure on Apple to increase the size...2012 seems a good time to do that.
Q: What are the most successful Samsung devices?
A: The SII and the Note have been among the strongest contributors to smartphone growth.
Q: Will Nokia's Microsoft partnership help it get back in the game? (continued...)