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something to not forget, which is really what set off the alarms, was that the five companies acted in concert at the same time. How likely is it that spontaneously five competing companies all decide to change their vendor agreements to the same terms? If you recall there was the animated discussion between Jobs and execs from at least one company at the last CES during/after some product announcement, I think it was about the iPad but I don't remember the details though they are in a thread somewhere here.
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