RE: All this talk about AppleWell, I think that the better question is how many iphone users would pay for it. If they're going to use an ad revenue model to pay for the app and offer it free, the users are not going to like the associated bandwidth charges.
The value of users is in the advertising potential that they bring. I'll take a look at the marketing model when the app is launched and hold my assessment until then. If the advertising potential is minimal or zero, the APP will not add anything to the company's value. If it's a app for sale model, I'd like to see some projections.