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One question is, does it really challenge iTunes? iTunes is a 'browse, buy, store, listen and take with you' ecosystem. It doesn't really lend itself to discovering new music or sampling music as an interface, which is primarily what I would think folk use Spotify for on the desktop - it's more like the radio. Is Spotify really leading to enough of a downturn in digital music purchase that Apple could see it as a threat to iTunes? Surely the majority would still rather own their music collection?
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