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Apr 12, 2001
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Financial Analyst Meeting streaming is available online which is the source of the previous handheld and Flat Screen Mac comments by Jobs:

Steve Jobs speaks in the Q&A session at 2hrs 33mins into the meeting. Of the topics discussed, the most interesting were the ones mentioned before (imac and handheld) as well as... 1) Their relationship with Motorola and IBM. Jobs reports that their relationship is "great" and has never been better. Apparently, things were a bit of a mess a few years ago, but reports that a lot of initiatives are in place which we'll see the yield from in the next year and beyond.

Another interesting note is that Jobs implies Apple had been working on their version of the Net Appliance - but that they decided not to go with it at the time.
 
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