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I've got a theory, and it's this: Steve Jobs believes he's gambling Apple's future - the future of a corporation with a market cap well over US $200Bn - on an all-or-nothing push into a new market. HP have woken up and smelled the forest fire, two or three years late; Microsoft are mired in a tar pit, unable to grasp that the inferno heading towards them is going to burn down the entire ecosystem in which they exist. There is the smell of panic in the air, and here's why ...