samij

Corporate-Friendly iPhone Could Challenge BlackBerry - Barron's

"With 278 million Exchange and Notes users, and only 12 million BlackBerry subscribers, the corporate smartphone market is still wide open."

or is it a sign that this market is not that huge after all? maybe the 264m exchange and notes users don't want bb type of solution after all?

Apple's Market Value to Surpass IBM, Intel

Don't you think iPhone's going to cannibalize the iPod sales? If you just add iPhones sales to iPod sales you'll end up counting some sales two times. Further, Apple's product line seems vulnerable for economic downturn. Even if that wouldn't happen this year or the next one, you should give it some probability in 2009 earnings estimation. It would affect significantly on both Apples earnings and margins.