Apple Inc (AAPL)

[roni]

Turner Investments' take on Apple and the iPhone - mostly iPhone
On the first day that Apple’s new iPhone 3G was introduced in July, a host of chagrined buyers were unable to activate it, which prompted The New York Times to refer to it sardonically as the iCan’t. Nevertheless, we think the iPhone 3G will ultimately prove to be the iCan -- a positive catalyst to advance a long-term global mega-trend known as mobile connectivity, i.e., the ability of consumers to gain access to information and digital applications any time, anywhere, and through any wired or wireless medium.

Over time, we expect the iPhone’s technical sophistication, easy-to-use features, increasingly affordable price, and plethora of customized third-party applications will make Apple a major global competitor in smart phones. And smart phones are the key to mobile connectivity, especially in emerging nations, which we think present the greatest growth market for telecommunications in the years ahead.

Also includes of list of other companies predicted to benefit from the coming mobile connectivity craze

http://www.turnerinvestments.com/index.cfm/fuseaction/commentary.latest/commentary_section/Sector+Focus/CSID/387