If true, I think we can infer quite a lot from this: 1. The business market for smartphones is much larger than the consumer market for smartphones in the US.

If true, I think we can infer quite a lot from this: 1. The business market for smartphones is much larger than the consumer market for smartphones in the US. Yet, the consumer market for phones is much larger than the business market overall. From there, we can infer that a huge number of consumers aren't interested enough in smartphones to pay extra for them. 2. RIM is absolutely killing the competition in terms of units sold. I read elsewhere that the Storm sold almost as many units as the iPhone, which means RIM is selling at least 2x as many units as Apple in the US. I have no idea about profit margins, though. 3. It's tough to be #1 in the US at anything if you don't have a single product available for Verizon customers. Either AT&T will have to pay out the nose for iPhone exclusivity next year, or the iPhone will be on both AT&T and Verizon, at least. But, considering they are only on AT&T now, Apple definitely did very well.