Network Effect

Apple's iPhone: Home Court Advantage

couldn't agree more with the article. it's unbelievable, but we're still at the lower part of the hockey stick with this company. iphone will open up so many new revenue streams for Apple, and the key is, they execute as good as, if not better than anyone. there are lots of companies out there that have huge opportunities ahead of them - these days, with Web 2.0 just getting going, the possibilities are endless. But Apple will rule this space. They will rule the hardware, they will rule the software (someday), and they will own the network. And owning the network is the key to it all. The iPhone, while amazing in its own right and a huge revenue opportunity all by itself, is really just a trojan horse for an unlimited number of new revenue streams that will be generated from the network. The hardware is just a tool to enable and create that network. But again, the hardware will make them a pretty penny too so I'm not downplaying that.