Looking at fourth-quarter results, Apple now represents almost half of cellphone/mobile computing industry revenues, and over 80 percent of its profits, says Morgan Keegan analyst Tavis McCourt. The industry is in fact said to have risen about 34 percent with Apple results included, but actually dropped 0.4 percent without the company. Some business might actually crack in the face of Apple competition and leave the market this year, the analyst argues, calling it a "make or break" period.
