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

OK, this deserves a blog entry: iPhone 4 pre-orders: a success disaster so far. http://bit.ly/brKgot

OK, Apple Store is now back to “We’ll be back soon” (i.e., down). iPhone 4 pre-order day is getting off to a rocky start. #yg

OK, Apple store now back up again. Still getting hammered though; response time is very slow. #yg