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I think that the only company that can eat some of the iPod MarketShare is Sony. But nowadays Sony is being very very dumb....

Sony has Columbia and Sony Music, and yet they don't use this advantage. They don't have yet a downloadable service for their movies....their bravias use Netflix, instead of a Sony Service, the unique Tv company that has the luxury of a Movie division....

If Howard Stringer and Hirai-san can effectively merge all divisions of Sony, this company will have advantages in all markets, and would be back again on the Top.