Ya, all buyers of apple products don't care about their personal finances and higher commodity prices. Good one.

The iphone isn't a business phone. Its a toy. People buy less toys when they have less disposable income.

Maybe one day the iphone will be supported by businesses. But that will be the same day all you guys and girls stop using them. The apple paradox...

Your theory is wrong, since real world evidence doesn't support it luckyday.

More Apple Servers and Server Software is going into businesses and science labs every year. Constant growth. Why? Better, Faster, Less Expensive...and customers have matured from the "Microsoft is the safe decision" and can get a good audience from management about alternatives. It doesn't all go to Apple, it doesn't all slip from MS, but the percentages have been fun to watch as the Server products mature.

The iPhone will be the same, but on steroids. Great progress on the enterprise seen already and the SDK release shows that there is more to come.

And as the Fed starts looking into the effects of commodities and hedge fund speculation, smart money will leave, and parasitic speculation will crash. Money will have to go somewhere. Apple is sailing, Dell is turning around, international tech is a good place to be as the world continues to grow, even as GM...I mean America lays off more producers.

But Apple's Software/Servers still account for a miniscule piece of the pie. It isn't hard to increase your share when your share is neglible.

But, beyond that, XServes aren't iPhones. There is no comparison, so why you mention it, no one knows. It's like saying "Hey, look at all the iPods apple has sold. That means the mini is going to sell like hot cakes!"

Oh, and how well is the xRAID selling these days? What? Oh, right, Apple killed that Enterprise piece of hardware without even saying they were killing it.

You really think that's going to help Apple's standing in the enterprise? "Hey, buy our stuff, well, until we decide we don't want to make it anymore!".

And, really, what is the whole point of the Fed and hedge funds have to do with iPhone sales? Could you expand on that? All it sounds like you're doing is explaining why Apple's stock will go higher, not iphone sales per se.

Stock price, as we all know, is basically defined by supply/demand, so if more people buy the stock because they've got money laying around, it will drive the stock price higher, but it wouldn't change Apple's bottom line at all. In fact, what is described is the exact reason for the dot-com boom/bust of the late 90s. People shoving money into companies because everyone else was, driving stock prices way up, regardless of actual value.

But, hey, feel free all I care. My shares will just be worth more. Then I just have to figure out when to sell.

I'm not sure if you can extrapolate iphone sales from apple servers. But anyways...

Most of the enterprise features of the iphone are still in beta, which I would think hints at apple's intentions. Not to mention there are physical limitations to apple's attempt at becoming a business smartphone, most importantly the lack of real qwerty keyboard. And when senior management doesn't want it, its safe to assume the rest of the company won't get it. Tech support will not deal with multiple handsets and enterprise software. Wasted resources.

I could see the iphone being popular with a small design firm etc., but I don't see large potential for big business. Can't compete with the blackberry. For their 8800, business usage is the number one priority.

When apple diversifies with multiple handsets maybe they can attract more business users, but until then, I don't think it can compete with RIM.

I sell up to 10 iPhones per week. I will have to say that the 5% less sales recently is due to lack of inventory. Just go back and read the stories on iPhones out of stock in 2008, it is quite difficult to find them in stock most of year 2008. For those who don't know, it's called INVENTORY SHORTAGE. Dummies.

The new iPhone firmware is adding all the business features blackberries have and more. So please saying it's not a business phone. Even now, plenty of businesses are using it, the sales will skyrocket when the new iPhone comes out.

OK, it's inventory. Its still lost sales. Can you assure all investors that those who would've looked at/bought an iPhone are sitting around now for three months waiting for inventory to come back?

And, again, this is about Q1, not Q2. So unless your 'recently' goes back to Jan-Mar, it doesn't make the point.

Regardless of any software/firmware updates available, the iphone lacks a real keyboard which proves as a real threat to its emergence as a business phone.