The sudden explosion in the popularity of netbooks -- portables with 10-inch or smaller screens that are often based around low-power processors and meant for basic Internet use -- has pushed the price of a notebook to as little as $300. Apple can't ignore this, Gottheil claims. But while the Mac maker's chief Steve Jobs has argued that the iPhone is netbook-like in fulfilling many of the same online roles, the researcher believes that the desire for a keyboard ultimately the usefulness of the iPhone for certain software and that something more is necessary. Instead, he and TBR are confident...