>I doubt that 10 years ago SJ could have guessed Apple would make money mostly on phones and music player.
Given that the iPod came out 9 years ago, in 2001, I'm sure the market was on his radar. Heck, the iPhone started development in 2004, 6 years ago. And I have to believe Steve has a vision and was simply waiting for the technology to catch up.
I bet he had a pretty good idea. Looking back on the way products were introduced, I think it’s the theory that best fits the facts. (Of course there was also some luck – Jobs is smart but not magic.)
I doubt that 10 years ago SJ could have guessed Apple would make money mostly on phones and music player.