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I could see Sony screwing up the business badly just like they did with personal audio. Walkman was THE de facto brand when it came to personal audio prior to the iPod. Apple was a nobody in the business and Sony was god. But in the span of a couple years, Sony's missteps and Apple's brilliance completely flipped things around. Now Sony is a non-factor and Apple owns the business.

This should be a good lesson that no business is invulnerable.