On Jan 18, 11:47 pm, JamesJ <[email protected]> wrote:
> I think
> that tablet success is actually a combination of a large cultural
> shift with the right technology at the right time.

No matter how you look at it, the iPad success is astonishing - it
sold 14.8 million in its first _nine months_ and will be beyond 20
millions after a year.  The DVD player sold only 350,000 units in its
first year (http://www.cnbc.com/id/39501308/
iPad_Adoption_Rate_Fastest_Ever_Passing_DVD_Player), the iPod only
376,000 (http://en.wikipedia.org/wiki/File:Ipod_sales_per_quarter.svg)
and even the iPhone 6.1 million (http://en.wikipedia.org/wiki/
File:IPhone_sales_per_quarter_simple.svg).  For the first product in a
new category (touch tablet) or the first big product in an existing
niche category (tablets), that's a lot of units. I think in a few
years we'll look back on 2010 and realize that the iPad is indeed the
"computer for the rest of us" that Apple promised with the Mac back in
1984.

With the iPad competition really showing up this year, I think tablets
will go mainstream in 2011.  Hoping for strong competition for the
iPad, I'm a little discouraged to see RIM and Palm touting
questionable features ("We can run 20 programs at once" - well, I
can't) instead of saying how do you organize your music and video and
pictures and books. Since Microsoft decided that tablets should run
the real Windows and made itself more irrelevant in mobile, the only
real competition will be Android.  From the first Honeycomb videos on
CES, it seems that "tablet Android" will be a lot different than
"phone Android", which would be the exact opposite of what Apple does
(Steve Jobs even mentioned that the iPhone trained millions of users
in how to use the iPad).  It'll be interesting to see how successful
the Android tablets will be.  But since the iPad is more like the iPod
Touch than the iPhone in terms of customer experience (less carrier
promotion and subsidies, more focus on media consumption) and
therefore plays to Apple's "everything's integrated" strengths, I
expect the iPad to hold a higher market share in the medium term than
the iPhone.

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