I’ve got nothing to add to the iPhone commentary, so a few links from around the web:

Mike Davidson on the choice facing consumers:

This sounds overly simplistic, but I really do think Apple just split the mobile world into two choices: settle for a free phone or buy an iPhone. There just aren’t many reasons to do anything else.

Greg Storey on the now required in-store activation:

I used to hate AT&T for all it’s dropped calls and day-late text messages and voice mail delivery, now…well I don’t know what you call bile inducing rage against stupidity.

Gizmodo with the rest of the bad news:

We just talked to AT&T’s President of National Distribution Glenn Lurie, who gave us all the pricing and activation details for the iPhone 3G, which won’t be getting special treatment anymore. It will be using all AT&T’s standard voice and data plans, which means $30 for unlimited 3G data for consumers, $45 for business users, on top of voice.

Khoi Vinh on the price drop vs. Apple stock in the last drop:

I can accept that painful but predictable phenomenon to a certain extent, but here’s where it really hurts. Take a look at the price of Apple stock over the past year, and note that the value of my iPhone is now way less than just one share of AAPL.

# 2008 Jun 10