[The iPhone]'s clearly going to start a wave towards a new technology — as I say, I'm not convinced that Apple's going to be able to ride this wave. - Rob Enderle

Apple's a company whose valuation is based on the fact that they've got recurring, blockbuster products, that the, the lack of those, of late, is just killin' 'em.

The most recent annoying survey is the one that predicts Windows 8 Tablets will fail because there is no demand for the product. I'm sure a similar survey made a year before the iPhone or iPad would have likely concluded the same thing about those products.

Apple tends to aggressively work to not discover problems with products that are shipped and certainly not talk about them.