http://seekingalpha.com/article/58344-blinded-by-flash-rim-s-excellent-results-a
ll-eyes-on-apple

Neff stresses in his note to investors that the competition on the
market is not between RIM and its Blackberry, and Apple and its iPhone
but rather, one between smart handsets and ordinary ones, and believes
the world is moving toward smart handsets.

I had occasion to discuss this over the phone with SanDisk Corporation
(SNDK) CEO Dr. Eli Harari while he was in Israel two weeks ago to
celebrate the first anniversary of the merger with M-Systems, whose
team he never ceases to praise. In answer to my question about what
was new on the market he said,"There is an earthquake taking place -
that no one is aware of yet - because of the iPhone. Everybody wants
to do the same thing, and with a good many flash chips in the
process." We know more about this earthquake after RIM, and now all
eyes are trained firmly on Apple, which will announce its own results
in January.

Published originally by Globes [online], Israel business news -
www.globes.co.il

also comments on the above at
http://www.macdailynews.com/index.php/weblog/comments/15877/