No it is bang on. In 2006ish the smart phone wave was picking up steam. Some early phones from that time that were doing really well was things like the Samsung Blackjack (WM) and Blackberry.
"Picking up steam" and "doing really well" seem kind of weasel words.
The wave had been "picking up steam" for a long time; talking about "early phones" in 2006 seems rather disingenuous. Windows Mobile, or Pocket PC, or whatever it was called on that particular year, was already on its 6.5 version. Palm had been toying with the format for years. Blackberry had been entrenched for a long time already. Nokia, Sony Ericsson, Symbian, OpenMoko. Android was an alliance to create a new standardized OS or runtime or whatever, before Google took command.
So, I'd say that Apple didn't take the wave, but made it explode. Turbo-fricking-charge it. Whatever.
WM has been the only one to really drop in sells but that has been more because the manufactures who used it walk away from it to go Android (lack of legacy and could do more) so when for example one of the largest Windows Mobile manufactures drops it (HTC) and focus mostly on Android that is going to sting. Samsung another big one does the same thing.
So, according to you, things have just moved around but the market is just as it was? Or what? Let me get that straight because I don't understand your point.
(interesting that HTC has been suffering as of lately)
RIM lets look at them. In 2006 if they had a quarter that sold 3-4 million it would of been unbelievable. Now they have a quarter than sold 13 million units and people are all doom and gloom. That quarter I reference had a large INCREASE over the year before but they did loss market share as the market grew faster than their sells.
It's not enough to sell, you have to do so profitably. Look at Palm/HP/WebOS.
The smart phone market just took off.
...and left some people stranded on land, methinks. ;P
Something Apple is damn good at doing is catching a wave early on and adding to it in helping it grow but they rarely start a wave. The iPod was not the first Hard drive based MP3 player. It caught a growing wave and became huge but still did not start it.
If the explanation was that simple, then all the surfers at that moment would be riding atop the big wave. No?
But the fact is that those surfing at that moment are now much worse than they were... while Apple has gone stratospheric.
I can't see how you can claim that they just took the wave at a good moment.
Apple is really good at seeing waves form and catching them at the right point were they do not have to deal with legacy baggage from the ones who started the wave so it lets them be a lot more agile at the critical point.
Just like the iPad, huh? There was a big wave of people buying tablets, and Apple entered just in the right moment. Or something.
(And the nasty wave only lets Apple ride it, that's why those 100 tablets from last year went nowhere...)
And you keep hammering on the baggage thing. Baggage can be good and bad. Again: you don't want to have any baggage? Just drop it! That's what Apple did with the iPad. In fact the iPad is an example of both angles: had the advantage of some baggage (iPhone apps), and was a show of eschewing baggage (iOS on ARM instead of OS X on Intel).