Here’s a small update on my Apple (AAPL) - Cloud strategy:

• Apple bought iCloud.com for about $4.5M
• Save-state is called “Resume”
• There are references about migrating your mobileme-account to the cloud (http://consomac.fr/news-1140-exclu-un-chateau-pour-mobileme.html)

Why would Apple want to move to the cloud? Hosting music in the cloud would give users more space (= cheaper devices) on their devices (iPad, iPhone, Mac) and easier cross-device sharing. Mobileme revenue was going down, because the service was slow and expensive compared to other similar services (Dropbox). Once the device-market has been saturated (read: growth will stagnate), a service is a very good way to make recurring revenues.

If apple would acquire / make technology similar to Dropbox, so that it is transparant to the user, Every mac user who spends some money on iTunes would go for this. As long as the price+Appletax is right.

I’m not sure what Apple will do with the iPod touch. Rumours are that Apple is planning a cheaper iPhone for the upcoming markets (china). That’s good for the iPhone and app-market, but it could obsolete the iPod touch. Similar to the normal and 3G version of the iPad.