The World's Apple's Oyster

Stock quotes in this article: AAPL , DELL , ADBE , HPQ , INTC  

"Their computer business is absolutely thriving," he says.

If Apple plays it right, the release of iPhone can only drive the Apple mania higher, says Bajarin.

AT&T(T Quote), the sole service provider for the iPhone, has already indicated that the company received 1 million queries for the iPhone, the largest ever for a new phone.

"There's no question in my mind iPhone is going to be a big hit," says Bajarin. "It redefines what a phone looks like and how it should work."

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