iPhone: Who Gains and Who Loses?

Larry Dignan has a good post on SeekingAlpha about the wider implications of iPhone on the mobile market…winners are easy to figure out: a single one in mobile space: Cingular. Losers: some became very apparent today: Research in Motion (Blackberry maker) and Palm, both of whose shares fell on the market today after the news. The others who should be worried are handset makers like Motorola, LG/Samsung and others. The implications are more indirect: it will put pressure on these handset players to come up with better UIs and better multi-media standards.
And then, poor Sprint. Less said the better.