Tracking the iPhone hype generator
So the real story here isn't necessarily that Apple masterfully created a smartphone that revolutionized the industry and made tons of money doing it, but that they coordinated a hype machine that marched to their tune whenever they wanted. The red line above, as you can see, is Palm, and while there are a few spikes along that line (probably interest in various new products and releases), there's nothing like the excitement and hype that shoots up around a big Apple event. The iPhone is a feat of engineering in itself, but the hype machine behind it is pretty well-built, too.
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Fortune's Apple 2.0 got a nice little graph up of just where and when the iPhone's hype machine went into overdrive. There's no question...