Coremetrics CEO: At a major retailer, iPads are now the #1 source of mobile sales, just recently passing the iPhone. #yg #IBMLab

Dr. Danny Sabbah, General Manager of Rational, IBM Software Group: “IBM software is in 80% of the handsets worldwide today.” #ibmlab #yg

Apple says 600,000 iPhone taken yesterday. That means servers completed only 10 transactions/sec thru the day. http://bit.ly/dw7oVC

IBM SVP Steve Mills: “India thrives with a 80% churn rate. US carriers need a more retail-centric view to win in that kind of world.” #yg

#IBMLab Governor Duval Patrick ties infrastructure investment to innovation results, noting Fed claims MA leading recession recovery

#IBMLab grand opening: 3,400 IBM software developers in MA, about 10% of the worldwide IBM developers creating > $30B in revenue. #yg

At IBM mobility event in Littleton MA. 45 minutes in and we’re already behind schedule.

iPhone sales estimate: 18 hrs of 20 transactions/sec (my guess at ATT qualification rate) = 1.3M iPhones ordered before Apple sold out. #yg

Finally. Two iPhone 4’s ordered for delivery on June 24. This didn’t really have to take all day.

I’ve estimated the iPhone demand hitting Apple/AT&T today: $44B in revenues over next two years. #yg http://bit.ly/cDR6VB