The part I find strange is the analyst's price target adjustments in relation to the earnings estimate increases.
-Apple(AAPL) target goes to $250 from $190, earnings per share to 7.23 from 7.00
-PALM (PALM)target goes to $25 from $18, while earnings per share estimate up to $0.25 from $.08
-Research in Motion (RIMM) target to $150 from $100, earnings upped to $4.26 from $4.16
RBC could be right, and the market may be willing to "pay up" (pay more per dollar of earnings) with this new paradigm shift. But it's an example of the arbitrariness(new word?) of Wall Street price targets when Monday morning an analyst says RIMM is worth $100, and Tuesday it's $150.