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[Manufacturers of handhelds] are making two bets on consumer tastes. Bet No. 1 is that people want to carry fewer devices not more. Bet No. 2 is people want devices that provide them with focused utility. They want appliances. In your kitchen you probably have an oven, a toaster oven, and a microwave. Any one of these devices can do a decent job of what the others do, but you have all three because you want the focused utility that each one provides.