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It seems that he's like hitting the nail on they head squarely with the iPhone and continued emphasis on Mac notebooks, although there is still a yawning void in Apple's portable computer lineup that was created by the discontinuance of the 12-inch PowerBook last year....

Apple's short-lived eMate 300, a Newton-based hybrid device that combined PDA engineering and features with a laptop computer form factor attempted to bridge the gap, but was handicapped by the limitations of the Newton operating system, and was only on the market for a year or so before Jobs pulled the plug on the entire Newton platform....

It is tantalizing to speculate what the eMate would have been like had it been able to run a stripped-down version of Mac OS X on a color display like the iPhone does. Indeed, the iPhone's technology could very conceivably serve has the basis for a convergence machine combining capabilities and the respective best features of laptop computers and the iPhone. PhoneBook anyone?