It's hard to argue with this logic: As electronics goods and mobile phones become more dependent on the internet, then Samsung will be able to take advantage of the trend.

FORBES: Look out, Sony

The iPhone and the iPad gave a big push to mobile communications that benefited Apple, Qualcomm, and Cirrus Logic.

FORBES: How To Ride The Growth Of The Smartphone Industry

What's far more interesting, though, is his concession that there's "logic" to exploring a merger with T-Mobile USA in the event that they both move to LTE for their next-gen networks.

ENGADGET: Sprint's Hesse: there's 'logic' to a T-Mobile merger -- if they both move to LTE