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.

These companies are in it for their dollars, and whatever is hot that is what they follow.

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.

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.