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.

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?