I'd look for it to happen this summer. In terms of the way the company functions, it's been splitting for the last year.

We are committed to being the dominant, global casual dining portfolio restaurant company. Our worldwide development strategy, strong operations performance and portfolio of powerful brands will enable us to grow earnings each year by 15 percent and pay a sustainable dividend to our shareholders, ... We are excited to share our strategic plan, which will support the achievement of our long-term vision, during today's investor conference.

Whether the companies really follow through on some of the things they are outlining is the real question. It's about price and it's about timing.

There's a pretty dramatic innovation rate enabled by these fully functioning chipsets. That kind of integration -- the better use of battery power, the lower cost, and tighter integration -- will let manufacturers roll out product that is technology-agnostic.

Whatever profit you're making on those customers, getting that extra year or so out of them can make the difference between profitability or not. A lot of carriers are toeing a fine line.

It was a hobbyist pursuit that served a much narrower niche.