Peter Lynch

State of the iPhone: Strong. Very Strong.

Apple fan boy at his best. As long as the stock price keeps going up, I guess all is well.

Smartphones: It's the Software, Stupid!

Mmmmm....what about Palm, Professor? Palm's new WebOS is better than Apple's iPhone OS in many regards, if not flat-out superior.

Oh, I forgot, you actually suggested the demise of Palm in one of your posts here before the launch of Palm Pre and WebOS.

Quoting John Maynard Kyenes:

"When the facts change, I change my mind. What do you do, sir?"

When will you change your mind, professor?

Apple's $199 iPhone Is a Game-Changer

"My sources tell me that the Treo makes a better paper weight than a smartphone."

My sources??? Ever heard of the Centro? 1+ milion others did...

Check your sources again.

AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein

>>>But he adds that the overall impact would be positive, since the iPhone is more profitable for Apple than the Touch given the fees the carrier pays back to Apple.<<<

T is not dumb. I doubt that they will subsidize the iphone by $200 AND still give Apple the same amount of revenue share it current has. Most likely scenario is that the subsidy will come out of Apple's revenue share.

If the $200 subsidy does take place, this just goes to show who flawed Apple's current iphone pricing/revenue strategy is. Apple has underestimated the impact of gray-market unlocked iphones, and they are hurting carriers' iphone sales all over the world.

And the $200 subsidized iphone will not only hurt the itouch sales, it will also hurt all ipods sales. Apple is in a tough spot.....is Jobs willing to cannabalize its own ipod/itouch sales to grow iphone's revenue?

Should Cisco and Motorola be Worried About Apple?

I think you are too optimistic regarding iTV's prospects. As good as the iTV may be, let's not under estimate the cable and satellite companies' ability to give their setup boxes away for free. Tivo is a prefect case in point.