Short-term interest rates of 2% are consistent with money demand of about 10 cents of base money per dollar of GDP.

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The sharp growth last year was consistent with both strong demand for other kinds of hardware, and reflects a healthy rebound from 2009, when units fell 18% and revenue dropped 15%.

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Betting on emerging market demand is consistent with the company's previous statements about the global economic recovery.

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The decline is a function of several factors, but it is consistent with an outlook for weak credit demand and hence low economic growth.

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The warning is consistent with other recent cautious commentary on PC demand from Intel, Dell, HP and others.

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The potential gap between supply and potential demand, however, is consistent with the views of other experts.

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Further, we anticipate carriers will not build large inventory levels for BB10, consistent with prior BB7 high-end launches, and will initially stock modest levels given the weaker consumer demand for high-end BlackBerry smartphones.

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