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The iPad has no more of a moat around it than the iPhone does.

The iPod had a moat around it courtesy of the extremely difficult dynamics of dealing with the music cartels. Apple broke the cartels and came to dominate them; nobody else was able to. Such problems don't exist in either smart phones or tablets.



Apple broke the cartels? Actually it was Napster and bittorrent that broke the cartels. Apple saved what was left of the cartels.




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