I agree that enterprise is a huge market that Apple could pursue but, to date, has yet to really go after it. If you take a look at Cringley’s story, one of the opening paragraphs is this:

“About 18 months ago an Apple employee at an internal meeting asked Steve Jobs about Apple’s positioning in the enterprise market. Jobs told the employee that IT wasn’t really Apple’s business and that he should go work at a company like IBM or HP if he wanted to pursue that line of work.”

That said, there are some huge markets still open to apple that they haven’t even tried to crack.

such as the enterprise business market, and the consumer/gamer/enthusiast market.

Especially the former, represent the lion’s share of the computer industry (albeit highly commodotized).

The question is, is apple prepared to expand into their untapped markets, even if it has to be at lower gross margins to keep achieving top-line growth? (the same might be said for their download/media business as well)

Regarding the iPods, I don’t know about you, but our family has:

- 2 Nanos
- 1 16GB iPod Touch
- 1 8Gb iPhone

While it’s true the saturation point may be quickly approaching, I think we’re going to see people upgrading to newer iPods, especially now that they’re being released with greater features and more capabilities. It’s a similar reason that people buy new computers every few years.