On the iPad, for the first time with an Apple device, I can easily see myself spending more than the HW purchase cost on apps/content over the next 12 months. Obviously Apple only gets a % of that, but still it's not insignificant and it's a relatively high margin revenue stream. I think we'll see some surprising numbers in next years financials or the year after that.
Agreed. I also have to wonder if the report showing the app store only broke even was because of initial investments which they will not have to repeat in the future.