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It's not the devices. The iPod didn't succeed because of the iPod. The iPhone was woefully inadequate when it was launched. The iPad succeeded because of everything that had come before it.

* iTunes * The Apple Retail Store * iOS App Store * Now the Mac App Store * Apple TV

Don't get me wrong, the devices are great. They look nice, the work well. I love my iPhone, my iMac, MBP, iPad, Apple TV. The Airport Extreme is a wonderful wireless router.

But alone, any of these products are okay (except the AE, it's worth it). It's everything around them that matters.

That's why I agree with you on the Kindle, though it won't disrupt the iPad. I love my Kindle, but it's used for a different reason than the iPad. But the Kindle does what it does well, and everything it connects to is top notch.

I'm not really disagreeing with you. However, it's not the product, it's everything beyond the product that really made Apple successful.

As for what's next: Removing the computer from the screen. I've been saying it for a LONG time here. I really think Apple is moving toward a server -> client model. You'll buy a computer for the house, a really powerful beast, something you put in the corner. Everyone connects to it using their iPads, monitors, Airs, iPhones. Your session remains the same regardless of the device.

Everything is pointing to this.



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