The earnings call is directed at media an analysts, so it's important to take that into consideration. Steve was definitely heading off a lot of questions he knew would be coming Apple's way from these folks.

I suspect Steve is more confident in the iPad than I am. And I don't personally think any of the current crop of 7" products stands any chance whatsoever. I suspect most of them will be abandoned within 5 to 6 months.
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Bruno
Twisted Melon : Fine Mac OS Software