This. Also, Samsung's mobile biz is heavily firewalled from Samsung's component biz, which allows them to make money selling parts to Apple while also competing with them, and allows Apple to sue mobile without ruining their relationship with component.
Dell suffers because the only innovation they every truly had was supply-line streamlining, but they've been totally blown away by Apple's Cook + the move to China, to the point that they don't have any advantages these days. They never bothered much with R&D, and now they are dead because of that.
Is it really possible that Apple orders aren't seen or discussed across divisions on or off the record? It seems very unlikely that the phone guys have no idea what Apple is up to.
