I'm surprised that this genius is still a sell-side "analyst" and hasn't been snapped up by Apple.

With his deep insights, imagine the good it would do with the iPhone. Under his leadership, it would be shipped without any apps, and you would be charged $5 to get the basic phone app, $10 to get the enhanced phone app that can dial 911, $5 to get the email app, and so on.

Imagine what this unbundling of the iPhone would to to Apple's earnings. Billions more. Pure genius! Not even Steve Jobs could come up with such a brilliant plan.


Some deep thinking indeed.