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A number of companies will be benefitting from the Convergence Device trend that has gained tremendous momentum because of the iPhone.

You can particularly watch the iPhone's competitors, and component providers.

Also, the GPS device is likely to get absorbed into the phone.

Here is a link to further discussion about many of the companies that benefit from this trend:

I hope you find them useful.

If you are tracking something that I am missing, please flag me.

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