Yes, the Apple iPhone exists. And it’s already changing the market, 6 months before its release! I’m certain a lot of folks at RIMM and Palm are unhappy, but they really haven’t done anything amazing in a while anyway.
Also, Apple TV… Unless it can handle IPTV or something similar like the XBox 360 will I don’t see it as much of a replacement for my HD DVR. I don’t really like buying TV shows that are already available to me on cable.