Apple thinks of itself as a mobile device company. In January at the iPad launch event, Steve Jobs noted that “Apple is the largest mobile devices company in the world now.” And responding to a direct question today at a Goldman Sachs conference, liveblogged by the WSJ, COO Tim Cook reiterated: “Yes, you should definitely look at Apple as a mobile-device company.”

Cook also pointed out that the majority of Apple’s revenues now comes from mobile devices (including laptops) or content for those devices. Indeed, if you look at the breakdown of Apple’s fourth quarter revenues of $15.7 billion, nearly $12 billion of that came from portable Macbooks ($2.8 billion), iPods ($3.4 billion) and iPhones $5.6 billion). And another $1.2 billion came from iTunes.

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