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OMFG, are you seriously comparing someone who picked up a phone left on the floor at a bar with someone who jumps into a running car and takes off at a convenience store 
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Should have compared it to somebody stealing a NASA Space Shuttle IMO. And they didn't just drive it around for a bit and return it. They ripped it apart, took a look at the engine and pasted pictures all over the Internet.
This phone leaking is HUGE for Apple, and not in a good way. Now Microsoft, Google, Samsung, Nokia, etc., get a head start on reverse-engineering it as well as positioning their own products to be competitive.
It's very hard to put a dollar figure on the amount of money Apple will lose to this though because it depends on how well Microsoft, Google and friends take advantage of this bit of good fortune.