Nice move! Just about the only nitpick I have is that there's no such thing as a cult of stealth startups anymore. That was a 2005 kinda thing. I think most people got the memo by now.
Sure, if you're in the US. I'm in the EU trenches and I can tell you that there are a lot of parties like it's still 2005 over here. (edit: plural grammar error)
you'd be surprised. there are a lot of ex-Apple folks out there doing startups that think the only reason the iPhone was successful was because of secrecy.
To be fair, the iPhone did totally broadside the existing phone makers. Had there been hype years before, and prototypes floating around a year earlier, they'd have had a more time to react. (Not like they reacted very well anyways.)
There were hype in spades leading up to the iPhone launch, though. And it is not like it was revolutionary in any other way than that it changed the business model of media and mobile phones previously in favor and control of the telcos to one in favor and control of Apple.