"This can change for Sony; it can change for any other company very quickly. It's a very dangerous thing to count anyone out of that market." But he added, "the main test is how sustainable is (Sony's) growth in smartphones; where do they plateau in market share?" ( Read more : Sony rejects Dan Loeb's spin off proposal ) Others hope Sony can make up for some missed opportunities. "One of the challenges that Sony's had for a long time is they've never really leveraged all their content assets into their device assets.