Now that the enthusiasm has quieted down

More than ever, Steve Jobs' keynote has been a frenzied one. In the hall, the atmosphere was electric, and the web had gone berserk. To give you an idea, more than 30,000 people followed our live coverage, while we broke a new record on the [MacBidouille] forums with over 4,000 users simultaneously connected.
The unveiling of the iPhone made a big bang, even though it was more than expected, and every media in the world have echoed this announcement. The french daily newspaper Le Figaro even posted a link to Moose's video of the iPhone.
However, even if there's no doubt that the launch of the iPhone will great big ripples in the mobile market, there is nothing material left, 36 hours after the announcements.
- This device won't be available for a variable period of time, depending on geographic zones
- The Apple TV is only a new way of consuming iTunes Store stuff, after all. It has quite severe limitations in terms of compatible video formats, so important that Apple TV will have a hard time existing on its own, contrary to the iPod.
So in fact, for mac fans the "real" announcement of the show was the upcoming transition to 802.11n of the current line of macs. And this didn't get the slightest mention from Steve Jobs.
We're forgetting the name change: Apple sheds the term "computer" from its name. Some were shocked, probably the ones who had a hard time with the move away from the PowerPC. But this name change is only clarifying a situation. Apple makes computers, but mostly software and add to that more consumer products.
Let's be realistic, this keynote was not destined to mac fans. Apple has never hidden it's growing lack of interest for a community that has become too small for its ambitions.
It was destined to the rest of the world, with a specific focus towards stockholders, who had the pleasure of glimpsing a bright future. It also got the benefit of tightening the bolts that keep SJ firmly on his throne. Who would still ask for his head over the stock-options story? Certainly not the shareholders who saw their loot grow by 10% in 24 hours!
On the other hand, Mac resellers are a bit pale. No product announcement has come to boost their winter sales, contrary to habits. And the Apple TV will certainly not boost sales as well as a new mac would have.
This is how things are 36 hours after the keynote. The biggest fans of Steve Jobs are not mac owners or the ones living from this economy anymore, but those who invested money in Apple stocks.
Pity! They are usually the ones to leave the boat as soon as the wind blows the other way, while the others were always there to weather the storms.