Mike Davidson: All Hail the iPhone

Awesome speculative piece on why Apple is making/should make a Treo killer. I doubt it's happening, but it's fun to think about. One, of many, good questions (which I heard Dan Gillmor bring up at D after Jobs spoke):
So if I only have room for one cigarette-pack-sized device in my pants pocket, which one am I going to pick? That's easy. There is no good reason for portable music players to continue on as standalone units, and Apple, being a smart company, realizes this.
And a predition:
I'm going to go on record as saying we'll see this around the beginning of 2005. I'll also go on record as saying if Apple doesn't capitalize on this opportunity soon, the market for iPods will dry up and they won't have a digital lifestyle leg to stand on.