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The Transition from Handset to Smartphone to Smartbook

There are two parallel transitions, with the destination all being a type of smartphone and a future slightly larger smartphone (but much smaller than a netbook). The netbook will eventually be seen as large and clunky compared to the always always always with you smartphone. Only 'special operations' will require the book, and once we make the mental transitions, they will seen less often.

Apple Hype Priced In - Stop Trading! (6/9/08)

Will the new business model mean appl declares all iPhone revenue for the quarter vs. the 1 24th in the old model. If so, that coupled with the lower price and 70 countries could mean a huge earnings boost. The earnings from last years 1 24th start hitting now as well.

Note, Citi and Lehman have raised estimates this morning!