We're entering a new phase of iPhone speculation. Last fall was Phase I: Ludicrous predictions from people who have never seen one. January until now has been Phase II: Potshots and Idol Worship. And now on to Phase III: Summaries of the obvious.
I submit as the beachhead indicator of Phase III these comments from UBS Specialist Tony Andersson, who concludes that, brace yourself, iPhone sales could have a negative impact on iPod sales. Phew! Are you breathing again yet?
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I mean, who could envision a device that Apple CEO Steve Jobs described as a combination of a widescreen iPod, a breakthrough cell-phone and a revolutionary Internet browser would sell where before an iPod would have sufficed?
Certainly not anyone paying attention. But then, that's why they pay bank analysts the big bucks. Remember this one thing: Apple places big bets to win (and sometimes loses), but they also had to bring out the iPhone as the multimedia phone market grows more sophisticated. Those things threaten the iPod, and Apple took a pre-emptive step to stem the tide. Period.
AppleInsider | Report: iPhone could make or break Apple's bank:
