@DavidGoldmanCNN By “whacked”, you mean that the carriers will make iPhone their most profitable customer segment, as you note later.

Off to San Francisco for tomorrow’s Apple event. Sign up for our webinar on what it all means at http://t.co/dlHg16Pc #ygmd

Amazon not making much profit on devices isn’t unusual; its earnings say that it doesn’t care much about making profits full stop.

RT @asymco: New post: How many new Kindles will Amazon sell? http://t.co/EexTuyFV Hint: Sales will not be dictated by demand. #ygmd

Yankee Group clients can read my detailed analysis of Amazon’s launch yesterday. Hint: very disruptive. http://t.co/92fA2BeS #ygmd

RT @pkedrosky: “The [delay in Windows Phone 8 software] is now growing critical” http://t.co/bS8B5fmG Could be a near-fatal problem. #ygmd

RT @YankeeGroup: Register for next week’s #webinar to dissect all of the #device launches (cc:@WSYGLA and @cdhowe): http://t.co/yE7kELhB

RT @StevenLevy: Obama speech good, but no new tablet or phone.

Excitement about Amazon’s new Kindles shows the power of integrating mobile broadband, devices, apps, and cloud services well. #ygmd

@davidgura Great piece on public speaking tonight on @Marketplace. It’s the great business executive’s secret weapon.