If you have any interest at all in the "market" for smart devices, you should be reading Mobile Opportuntiy by Mike Mace. A lot of the talk I've participated in with regard to the iPhone has been where exactly in the market it will fall and which devices will it therefore slaughter. Mace's analysis of the smartphone market here is spot on.
If you're not a smartphone industry wonk (or wannabe wonk), then just skip to the bottom, where you'll find the surprising "Zone of Death". Best. Demographic Target Descriptor. Ever.
Read: Mobile Opportunity: The shape of the smartphone and mobile data markets
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