Are you saying that 18% of people will buy an iPad vs 20% buying a computer? Almost as many iPads as computers! many of which will be Macs!!
Are you saying that 13% will want an iPhone, vs 19% any other phone, when the iPhone is only available in one single carrier in US?
Are we comparing the iPad to the total consumer computer industry (which includes a healthy portion for Apple)?
Are we comparing a single phone model in one carrier to the rest of smartphones across all carriers?
How far are we from complete domination by Apple?
How far are we from an Apple world, just like 1984, guided under our beloved master Steve Jobs?
I would not be surprised that in a few years kids start asking why we named a fruit after the name of the maker of the iPad.
The moment came when Apple surpassed Microsoft in Market Cap [*].
A few numbers:
Market Cap: Microsoft at $219 billion – Apple at $222 billion (yesterday)
Revenue: Microsoft at $58.4 billion – Apple at $42.9 billion
Net income: Microsoft at $14.6 billion – Apple at $5.7 billion
Cash: Microsoft at $39.7 billion – Apple at $23.1 billion
Microsoft is still has bigger earnings, but Apple has the momentum. Apple still sells computers, but twice as much revenue is coming from hand-held devices and music. And smartphone sales are growing faster than PCs.
Worse for Microsoft, analyst perceived that “The battle has shifted from Microsoft against Apple to Apple against Google,” as said Tim Bajarin, a technology analyst following Apple.
A few days before the iPad is out I am ready to make my bet. It will be a revolution.
The iPhone was a revolution for mobile handsets. Nokia laughed at Apple when they launched a new phone in what was a “mature” market. Now, no one doubts that Steve Jobs was actually right when he said “Today Apple is going to reinvent the phone” in January 2007.
I would take from his review the insight that the iPad is no substitute for a laptop for tasks to create content, like writing docs, presentations, coding software, not to mention any more sophisticated content like photo or video editing. But it IS a great device to consume content, like reading, web browsing, watching video or gaming. And for that purpose, the experience is even better than a laptop.
The lack of Adobe Flash is an issue, but looking at the speed that video sites and video platforms like Brightcove or Oolaya are preparing for the iPad, it might not be a show-stopper; specially if Hulu launches an iPad application as rumored.
Finally it’s here. The much rumored Apple Tablet came to life as the iPad.
The iPad is an iPhone “on steroids”. Same look, same great multitouch user interface, but a bigger screen make web browsing, reading ebooks, gaming or watching video so much better.
The price, starting at $499 is a great (good) surprise, and it aims at killing the revolution of 2008: the netbook.
Amazon Kindle, is the other suspect under threat, with the only advantage of the e-ink “not-hurting-your-eyes” for heavy readers (as well as cheaper ebooks…)
The only missing thing ont he iPad: lack of flash will not let you enjoy Hulu and other online video. Else, it could have even been a great potable Set-top-“pad” (not quite set-top-box) to bring online video to the TV set, as a secondary use.
Now, let’s wait for what Google and partners will bring to counter-attack later this year…
If the rumors about Apple’s upcoming “iPad” are true, prepare for the next revolution after the iPhone. Jeremy Horwitz says the iPad could have a 10.7″ screen with an iPhone 3G-like design, runs iPhone OS, will come in two flavors with and without 3G, 720p resolution and with all media, gaming, eBook and web functionality of the iPhone.
As the rumor goes, Apple would announce it in January 2010 and ship in May-June.
Why would the iPad be revolutionary?
Ever heard about Multiscreen? So far the media industry talked about Multiscreen referring to “the Three Screens”: TV, PC and Mobile. Even Nielsen, the reference company for audience measurements, publishes its quarterly ” Three Screens Report”, tracking media consumption on TV, PC and Mobile. The latest report coincidentally highlights the increase in ¨multitasking¨, that is, web browsing while watching TV (57% of consumers does it at least once a month).
An iPad would be a device ideal for “multitasking”, where the multiscreen concept shifts to multiple screens at the same time, enriching how media in consumed. Expect some apps to turn the iPad into a Multimedia Remote Control, where you can navigate through the Program Guide (EPG) and choose what to see. Zapping could be done on the iPad, previewing the channels without annoying all the family changing channels on the main TV. Broadcast of live Sports events are also ideal to have the iPad as a secondary screen to access stats, classification, players profile, replays or multiple view angles, with simple finger controls. Not too mention interactive TV applications, with much richer interaction on a tablet than on any current form of remote controls.
The iPad is also an ideal portable screen for video, for web browsing, for home automation remote control and as the eBook reader that Amazon must be scared about.
It has been almost a month of holidays in Spain with my family. It has been the month where Google has announced its Chrome OS, attacking Microsoft where it really hurts, on its Windows licenses. Microsoft success with its new search engine, Bing, reinforced with the Yahoo deal, has finally triggered Google to strike with a move that could take Linux mainstream into the desktop at last, as we dreamed and begged before.
Although rather than desktop , we should say laptop… How much more life do you think desktops have before being totally displaced by laptops? True, that desktops might evolve into Media Centers or PC2TVs in the living-room, but today’s families start to have one laptop per family member rather than one desktop per family.
This summer break was the first time we were travelling with two laptops, one for me and one for my wife. And it is also the first time that mobile operators (Telefonica, Vodafone, Orange and Yoigo) all offered wireless broadband with a HSDPA USD-modem on a prepaid basis, targeting the large number of tourists that visit Spain in summer.
This was also the first holidays that I did not carry any book, I mean, any paper book. With the Kindle fully loaded with eBooks I also avoided the tough decisions of what book to take on the plane, or which one to the beach; I always had all of them with me.
I love the Kindle experience when reading books, but surprisingly I found the eBook readers for the iPhone (eReader or Stanza) very convenient when you are really on the go. In fact, I ended up taking only the iPhone to the beach and not the Kindle. Another great use case for the iPhone eBook readers is to read in bed when your wife is sleeping and you do not want to disturb her with the lamp lights on, or with the Kindle “next page” button clicks. The iPhone is totally silent to turn pages, and with the background color in the reader turned to black, the back-light will not bother your sleeping partner either.
This was also the summer of the 40th anniversary of the first man on the Moon, and I have really enjoyed the way Google celebrated it, making the Moon available on Google Earth. Absolutely stunning. If you have not tried yet, go for it and take your own tour to the Moon (see more on the clip below).