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A Real iPhone Challenger - Barron's

What HTC lacks, which cannot possibly under-estimated with innovative technology, is the cool factor.
I live in Sydney, Australia, where the latest Mac store just opened downtown, to lines 1/2 mile long. Pre-orders for impending iPhone (first ever release here July 11) are already surpassing expectations (I have insider info at Optus-one of two carriers). In one of the most hotly contested mobile markets in the world, these things will fly out the door, whilst HTC and all other wannabees will languish in Apple's dust.
I'm long AAPL, and will laugh even more after this consolidation finishes and we see it hit $250 by year end.

Could iPhone Subsidies Be Apple’s Ticket to Mainstream USA?

I think Apple will go the way of the iPod - introduce multiple products with different price points, let the consumer decide what they need