Kaizen is all or nothing, Apple is all or nothing. Apple is focused on doing what it do best, and that is to make the best possible products, using its kaizen principles. Not the principles of pundits. No compromises. Apple has a schedule that has been set in motion, and it is true to that course. I suspect we shall see in due time, on Apple time, what that roadmap looks like.

When Apple comes out with a bigger iPhone, and I am sure it will, it will be game over for Samsung. Samsung is producing phablet phones at a frantic pace. It is hoping one of many sizes it produces will be the iPhone killer ... no, the Apple killer. At last count it has 15 or more phone sizes. Apple has two different sizes, and at some point in the near future, Apple will probably have three different sizes, although I suspect the original iPhone 3.5-inch screen will get deprecated, so back to 2 sizes; the 4-inch and a 5-inch. If Apple chooses to release more sizes, then each phone will have purpose and utility, it will be well thought out and will establish a standard for others to follow. Form will follow function. No more, no less. Simple.

-- Written by Ernie Varitimos, author of the Apple Investor blog.

This article was written by an independent contributor, separate from TheStreet's regular news coverage.
Ernie Varitimos has a long history with Apple as an investor, trader and consumer of its technology. He started his career as a rocket scientist and has spent the past 25 years driving, controlling and influencing technology in the financial industry. Ernie is a former hedge fund manager and current futures trader.

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