As someone who worked for Nokia around the iPhone launch (on map search, not phones directly) - I also wanted to believe this at the time. But in retrospect, it feels like what actually mattered was that capacitive multi-touch screens were the only non-garbage interface, and only Apple bought FingerWorks...

Not clear that this is a helpful interpretation, other than "we're in the primordial ooze stage and the thing that matters will be something none of the current players have", but that's hard to take to the bank :-)