Here's one about iTunes.

Fast Company | Digital Squared: Living in an iTunes World

The writer claims that its success is showing that "the digital acquisition of digital products is a new megamarket". Well, duh. The writer implies in the article that services like iTunes didn't take off earlier mostly because the penetration rate of broadband wasn't high enough. I find that very difficult to believe given the sheer amount of MP3 downloading that's been going on for the last couple of years.

The second part is a little better. In my opinion the reluctance of record companies to change business models instead of suing the pants off anyone who threatens the existing CD and music video centred model, is the real reason why we had to wait so long for iTunes. However, maybe they were buying time for a secure (enough) format for distribution.