The final surprise won't come from Apple but it will be the competitive response to this phone. Apple has just scared a large number of very powerful companies half to death. This is one of the few ways you can get big companies to move and, be sure, they will move. Whether or not the iPhone is a success, it dramatically changes the playing field. This change goes well beyond any single vendor.

I don't think any of us realize just how big a change this new product class is likely to make in the world.