On Cannibalization: Big Disruption Ahead with iPhone

My colleague Paul Paetz, says Apple's new iPhone will disrupt the market but in a different way than most iPod cult-members think...

"The iPhone is disruptive because it isn't really a phone, or for that matter, an iPod. If it was either of these, then as cool and elegant and nicely designed as it is, it would still just be an incremental or "sustaining" innovation.

"The iPhone is a trojan horse...We desperately need a single, small pocket-sized device that can handle all our business needs while on the road and enable us to leave our 10 pound paperweights at home."

Read the full post here...

**Other Sources**

If anyone is going to cannibalize Apple's iPod business, it had better be Apple, CEO Steve Jobs tells employees, according to Infinite Loop Central.

Innosight's views of RIM's BlackBerry vs Apple's iPhone: It's all about integration vs. modularity.

RIM blasts the doors off latest quarterly results... stock up $28 in after market trade... Palm wilts.

NY Times says AT&T's slow network may overshadow iPhone.

Wall Street Journal interview with Steve Jobs: "The iPod halo effect has been real."