Just to emphasize several points:
1. A major technology transition under way. [from CD to MP3]
2. A market with an infinite potential. [Everybody loves music]
3. No winning solution. [No competition in a potentially infinite market]
4. At least one order of magnitude improvement over current solutions. [ a) thousands of songs instead of hundreds; b) fast transfer of the whole library].
5. Cool design.
It's a tough set of criteria to satisfy. Out of today's devices only Amazon's Kindle/Fire fits it.
tags: 10x, apple, information, entertainment, market, 4q diagram,