Originally Posted by Cory Bauer
\ (i) So before I can point out that the iPad has a limited market reach and the reasons why, first I have to forcast sales figures and define what quantity would be a successful figure? (ii) I'm sorry, I didn't realize I was on the Piper Jaffray forum.
(iii) And why do you assume I believe the iPad's software wont advance, just because I point out what advancements would be necessary to broaden it's market?
(i) Yes. My question was simple: what is 'successful' -- 5M, 50M, 500M? (For instance, could you compare it to how many netbooks sold last year, across all makers and markets?).
(ii) No, you're not. But it would be clearer if you could back up your claims and assertions with some attempt at analysis or benchmarks (or something
), or it's unclear what you mean.
(iii) As I said, it is a vacuous statement, since there is no product for which Apple has not done that. In other words, it is a moot point.
(iv) You did not address the second point that I made in response to your previous comment (you should not cherry-pick). Specifically, it had to do with the link of success at intro to subsequent market success (you claimed that success at intro was 'irrelevant' and I asked you for some examples).