That`s exactly right. Any deal done has to include being part of a content deal, which will drive sales. As we see there are many offerings of hardware, but without content, there is no reason to buy.
iTunes/ipod is a stark reminder of what it takes to drive sales...an easy way to get content onto a device for the average consumer.
For Atul to expect this to have had occurred in the first two quarters of this year, something substantial had to have presented itself.
A long two weeks to the annual meeting and languishing at the lows...what to do?!?!?!!?!