While Apple makes all the PR, Nokia makes the profits!
I think the biggest beneficiary of the iPhone will be Nokia ..
Like on the desktop, Apple will create the market .. but like Microsoft did on the desktop, another company(and my money is on Nokia) will actually own the market.
This scale can be leveraged in other ways like the Nokia ad service .
More importantly, from my perspective, the strategy of being an Internet company (point d in this blog) will mean even more growth at the top end; beyond the current Mobile data industry as we know it – and leveraging the network effects of the Internet
The only company that can match this level of innovation is not Apple .. but Google .. and that will be truly a landscape to watch .. because it will be a battle of two companies that understand the Internet – and hence a much more sweeping change for all of us unlike the current mobile data industry