From CNN.com/DowJones: Apple's IPhone Must Avoid The Razr Trap.
The iPhone is, by all accounts, a truly innovative piece of technology. Yet the most innovative parts - its user interface, its touchscreen capabilities and its appearance - remain what Apple brought out with the original device. The iPhone's latest additions, such as the ability to tap faster wireless networks and its location services, have been available in smartphones for years.
"Where's the innovation?" Global Equities Securities analyst Trip Chowdhry said in describing his initial impression of the new iPhone.
Unbelievable to write a whole piece like this and never once mention the SDK and the App Store. Did any of these people see the keynote? At least a third of it was devoted to all the innovation happening through third-party applications. Yes, technically it's true that those innovations won't be specific to the 3G iPhone, in that first-gen users will benefit from them as well. But that doesn't mean that the iPhone product won't get massively more appealing to consumers starting mid-July thanks to those innovations.
Think of the games alone: the current iPhone is not a game platform at all, in that none of the applications available for it directly are games. But starting in July, the iPhone will be one of the three most innovative handheld gaming platforms in the world, and certainly the one with the most innovative controller interface. (We saw how that worked out for the Wii.) Yes, the hardware for the iPhone 3G is more of an incremental advance. But everything else happening to the platform is as game-changing as it gets.