At Apple, the Platform Is the Engine of Growth – NYTimes.com

Hit products like the iPod, the iPhone and the iPad are fueling Apple’s logic-defying growth. The latest entry — the iPad, introduced in April — is on track to deliver $15 billion to $20 billion in revenue in its first full year of sales, estimates A. M. Sacconaghi, an analyst at Sanford C. Bernstein. At that size, if the iPad were a stand-alone company, it would rank within the top third of the Fortune 500.

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