Originally Posted by juandl
Everybody seems to agree that the new iPad competitors are gonna be giving Apple a run for its money. Sure thing, what with new Chips, Cameras, Flash, more Memory, ability to Print, etc.
The beauty of Apple's lead in the tablet market:
Here, we are almost 1 Year after the iPad announcement and almost 9 months after the first release.
There have been no significant (believable) announcements or releases within that time (Galaxy Tab sales to users is an unknown, and a few others too small to matter).
Beginning at CES and on into 2-3 quarter 2011, others will announce and release somethings.
The others are doing this because they need to
-- to have some skin in the game... before it's over.
At some point Apple will announce/release the gen 2 iPad.
Apple can do this whenever it wants to
-- to maintain the lead over the competition,
If the competition has a long lead time.... announce/release later!
If the competition has competitive solutions to the iPad 1... announce/release earlier.
It's as if Apple hired the band -- and everyone dances to Apple's tunes.
Apple can change bands, when they
tire of the music!