Motorola Mobility is more akin to RIM both in terms of expected 2011 unit sales and the average price point of those sales.

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Better yet, total revenues from DSPs are expected to grow along with unit sales.

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Auto sales would decline, from the strong 14 million-unit sales pace expected in the baseline case to 13.6 million this year and 12.9 million in 2013.

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The higher estimates, he writes, reflect stronger-than-expected iPhone sales: he now expects unit sales of 18 million in the quarter, up from 16 million.

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By adjusting its overall shipments and the volume of each unit (iPad Mini sales are now expected to outpace the full-size model), Apple is sending the message that its original stance toward seven-inch tablets was dead wrong.

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Hirohisa Ohura, managing director of Microsoft's Japan unit, said last month that the pace of Xbox sales in Japan is slower than they expected.

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Although these shorter format e-Books are expected to be priced lower than traditional e-Books, we expect revenues to be compensated through higher unit sales.

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