Skeptical Ben

Apple: Three Battles Won, Nicely Positioned for the Fourth

Very nice summary of the appealing qualities of Apple's businesses, the iphone applications are going to be HUGE. Just like itunes and ipods drove the computer sales, the app store is off and rocking, and as people read about the overnight success stories of app programmers (see Newsweek, NYT) more and more talented programmers and companies will be writing dynamite apps. The horrible economy doesn't help a company with premium priced products, but it may very well make it difficult for competitors to impact their strongholds.