There will always be pundits on both sides of these sorts of arguments. In the early 90's, there were lots of people predicting IBM's imminent break-up. In 2011, Tomi Ahonen was claiming that despite everyone claiming that Nokia was under siege, it was still the world's largest seller of Smartphones (since he considered Symbian a Smartphone OS), while others were claiming that Nokia was doomed.
Time is the only way we can tell which of the pundits were right, and which (in retrospect) sounded like idiots.