This piece by Gareth Beavis for TechRadar is pretty much exactly what Ben Bajarin was addressing in the previous item:
I don’t mean to sound alarmist, but 2014 could well be the year
that Apple makes its biggest mistake in recent history.
No, I’m not talking about the iWatch - I still think that could
actually be rather good - no, Apple has to, HAS TO, bring out a
large screen version of the iPhone or it’s going to really
struggle to stay relevant in a rapidly changing world.
Again, I think it’s quite possible that Apple will release a bigger-screened iPhone this year. But if they don’t, it’s nonsensical to argue that Apple will be struggling for relevance a year from today.