William Trent1

Smartphone Intelligence Report: Research in Motion, Palm and Apple

On the order of magnitude I am talking about sell-through vs. sell-in becomes relatively insignificant. For example, you could take out PALM's total sales from RIMM's numbers to reflect channel build and RIMM would still be much larger. For Apple to reach RIMM's scale on either a sell-through or a sell-in basis would be fairly impressive.

Smartphone Intelligence Report: Research in Motion, Palm and Apple

It wouldn't be the first time Apple opened up a product category to people who were not considering it previously.

Forget the iPhone! Apple Investors Should Be Focused On Spectacular iPod Growth

No doubt. But I don’t think anybody expected the iPhone to possibly cannibalize Mac sales, whereas the iPod was considered more at risk. That was really more my point.

Forget the iPhone! Apple Investors Should Be Focused On Spectacular iPod Growth

That's the thing with Apple. When every other company is saying this division stank but this one is doing ok, Apple is saying this division is on fire, and this other division is making the first one look like a refrigerator.

Amazing.