Nothing like $2B in a single quarter to go to analysts heads :)
And amazingly I think they are significantlly low for '14 and '15 (especially '15). But the market is mostly interested in '17 and beyond, and how the market will be divided among the players. And there really is no way of currently knowing what the correct size of the market is, or how it will be divided. Your guess is as good as mine, and we have as much chance of being right as the analysts.
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