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Paul

Laura Ries analysis is focused on a red herring. She believes the the iPhone is a phone (which it isn't), and that because it's a phone with an iPod and email and internet browsing capability, it's a convergent device. Since most convergent devices fail in the market, she feels the iPhone will fail.

Apart from the fallacy of cause and effect, she is also mistaken in calling the iPhone a convergent device. The software is so seamless and elegant that the functions are no longer separate. Is a TV the convergence of radio and pictures? If so, is it unsuccessful? Or, are the two features so thoroughly synthesized that you view a TV as a singular and distinct product?

I think the key is to avoid getting hung up on labels, and on false premises to conduct analysis, and just look at the thing for what it is. It will be highly disruptive in the market, moreso than the iPod. Steve's forecast of 10 million units is a minimum, not a target or a stretch goal. I would be very surprised if the iPhone doesn't exceed 20 million units by end of 2008.

See my analysis here:
http://thewaythingsare.typepad.com/antimarketer/2007/06/what-is-steve-j.html

me

it's a mobile phone with style but without good features for this price... we also pay for the name of apple. A mobile phone for 600€ with a 2 mpx cam is too expensive. I bought the nokia n95 for 460€ and it's very nice. i got a 2gb memory card and that's all i need. so the iphone got a very nice design, but thats not everything what a mobile phone needs. i think it is a good mobile phone but really too expensive.

Dennis Matthew Dewey

It's probably going to be a big success. The naysayers are focusing too much on the details.

Fergus

I'd say "miss"... there are just too many other phones already doing this sort of stuff and many of them look just as sexy.

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