Apple Inc (AAPL)

[Tex]

on-topic

If iPhone is really nabbing 15% of the US market next calendar year
http://www.electronista.com/articles/08/07/01/bernstein.on.iphone.share/

and Apple's ASP is closer to $500 apiece than originally estimated, raising per-unit profits,
http://www.macnn.com/articles/08/07/01/piper.on.att.iphone.costs/

then we should start seeing some nice returns as the facts come in. The competition among OEMs for component prices is good to see when the company is finally mainstream instead on the fringe of hardware demand. Remember when news about some mainstream technological improvement always threatened relative performance, rather than promised better margins?

You've come a long way, bay-bee.

Take care,
--Tex.