Apple selling "experience" is more and more true. See this chart:
http://www.asymco.com/2010/10/19/60-percent-of-apples-%20sal...
Looks like >60% of Apple's revenue comes from iPhone/iPad/iPod/iTunes.
Although you could argue that a modern cellphone is technically a computer, I'm pretty sure that in the minds of most people it's a "SMS and email and web browsing appliance" rather than a computer.