The "Producers of goods" stays in place. The "Web services" rises. The "Mixed ones" has mixed behavior of both.
I the nutshell: It is a good time for Twitter to start.
Please see http://www.mobileindustryreview.com/2013/03/apples-getting-the-nokia-treatment-and-doesnt-like-it.html
Naive LMT long-term prediction based on news and intuition. No studies, just luck