Apple Inc (AAPL)

[Tex]

re not sandbagging

I think there's definitely near-term downside in the event of a miss (even a miss of numbers above the projected ones), but ...

... then they sandbag the next quarter and blow that out of the water:
http://www.apple.com/iphone/enterprise/
(Enterprise beta will help Apple actually deliver what it claims -- and will get enterprises used to dealing with Apple and show them how Apple actually responds to bug reports, which may be a shocking change from some of their other experiences.)

I'm kinda curious what the count is like for developers who want to build iPhone apps. The 100k download number is fun marketing, maybe, but there's lots of not-serious folks who might download it for various reasons, and at $0 it's not like there's much cost of entry.

Take care,
--Tex.