The price of Apple's stock is falling. They're losing market share to Samsung. We all know why: screen size. As I argued several years ago, the iPhone was great for everything, but I'd prefer something a bit bigger so that reading would be easier (e.g. see this). I figured I wouldn't even be interested in an iPad if I had a bigger screen on an iPhone.
So when the iPhone 5 came out just a bit longer but no wider than the iPhone 4, I gave up waiting and switched to a Samsung Note2. I am not entirely thrilled with the Note2, as I've said before: Android is difficult for me to adjust to, and the Note2 has buttons in the wrong places. I like that it takes micro SD cards and has a replaceable battery, and I especially like the big screen. And if Apple comes out with an iPhone 6 the size of even a Samsung Galaxy S3, I'll probably switch back. But preliminary rumours suggest they are moving in a different direction.
Meanwhile people are abandoning Apple in droves. From the link [ht MA]
"We think Apple is losing the screen-size wars," Mr Misek said, noting that demand was moving away from the iPhone's 3.5-inch and 4-inch screens to screens of 5 inches offered by rivals such as Samsung Electronics.
Makes sense to me.
Addendum: I meant to add that as I had expected, now that I have my Note2, I do indeed rarely use my iPad.