Of course, Apple is a holistic company: every part worth more together that alone.

But I think that the ‘F100’s placement’ is a good visualization tool.

Maybe somebody can position every part of Apple (iPhones, Macs, etc.) as F100 companies.

As for the next big thing, I think that it is part of news/bloggers needs: a continuous growing everywhere is not a news!

All the development on enterprise —IBM, Cisco, SAP, etc.— are becoming a powerfull motor for sales of devices: even IBM —the iconic PC maker— now uses Macs!

As a side comment, please once a month write a France/Macron related MondayNote.