Haven’t had time to jot down my thoughts on the second incarnation of the iPhone. As expected, iPhone II was a success despite all the glitches which was a surprise nevertheless. Given the number of launch countries, the sales numbers started to rise fairly quickly reaching over 1M in 2 days. When Apple announced iPhone 2.0 back in June, I estimated that the 10M goal for the device will be met by 3Q 07. This is looking more and more realistic now as there will be more countries and operators added to the mix. The broadband and appstore capabilities are quite attractive to consumers and it shows. VPN and direct access to Exchange will get many more users into the mix and IT folks less apprehensive.

Appstore specifically has enabled so many developers and ecosystem players to make iPhone a central piece of their strategy to understand mobile consumption, mobile trends and future directions. 800 apps launched, 10M downloads in 2 days is quite phenomenal. I can’t recall any other single device having such a performance. iPhone is the standard against which all other devices will get compared.

The clearcut business model of 30/70 split is also attractive, there is no separate negotiation, one stop shop, less biz dev expense. Literally, anyone can launch apps and services, doesn’t require companies to have a deep rolodex and the lifecycle to launch gets reduced.

Disruption is in the air.