By making components like the application processor, display and power management units in the Galaxy S4, Samsung can show off differentiations in their final, assembled product.

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Neidl is now less bullish on discount carriers Southwest and JetBlue, which, despite their low fares and successful brand differentiations, don't figure to stand up to large carriers' inherent strengths of international routes, hub and spokes systems and frequent flier programs, not to mention their improved financial health.

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Neidl is now less bullish on discount carriers Southwest and JetBlue (nasdaq: JBLU - news - people ), which, despite their low fares and successful brand differentiations, don't figure to stand up to large carriers' inherent strengths of international routes, hub and spokes systems and frequent flier programs, not to mention their improved financial health.

FORBES: Big Airlines Are Back