Apple Inc (AAPL)

[langostino]

Tex, perhaps it's a poor extrapolation

... but I think there's a sizable portion of the Mac user universe that refuses to buy Rev A in any Apple product unless they're absolutely stuck in a pinch. Given the generalized review that accompanied Rev A (wicked cool, but hamstrung by "slow" EDGE, and missing a few features), I expect there is a natural chunk of buyers who've been patiently sitting and waiting. I'm one of them. With the rounding out of the feature set (chat, MMS, GPS, etc., etc.), the opening up to 3rd party apps, and the arrival of 3G, it seems to me Apple's hit the Rev B crowd square in the middle of the bulls-eye.

Then again, maybe I'm just ... projecting.