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If it's Apple Vs. Sony, that's one battle I don't see Sony winning. Not even Microsoft is going to win that one.

The problem with Stringer's strategy is no one wants a Walkman. Not even one that plays video. The iPhone/iPod touch play video just fine, if people want their video fix they're not going to carry around a seperate device. 

When Apple won the MP3 market war they won more than just that. Now that iPods/iPhone have larger screens, video just comes naturally to that.