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Apple's iPad 2 unveiling viewed as 'crucial' to stay ahead of competition

post #1 of 132
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With over a hundred tablets expected to come to market this year looking to take on the iPad, Apple's unveiling of its second-generation tablet on Wednesday will be a critical moment for the company, one analyst believes.

Brian White with Ticonderoga Securities said in a note to investors on Tuesday that he believe's Apple's iPad 2 event, to be held on Wednesday, is a "crucial product launch." In particular, he said, analysts will look to see how well Apple handles the debut of its second-generation iPad with Chief Executive Steve Jobs on a medical leave of absence.

"We estimate there are well over one hundred tablets coming to market around the world this year," White said. "Assuming a new iPad is unveiled at this event, we believe Apple must make a convincing case for why the iPad 2 is better than the plethora of competitors coming to market, while at the same time persuading iPad 1 buyers to upgrade to iPad 2."

With 15 million iPads sold in calendar year 2010, the new device has become a very important product for Apple. White noted that the iPad and related products and services generated $4.61 billion in sales in the first quarter of Apple's fiscal 2011, amounting to 17.2 percent of the company's revenue.

The analyst has given a "conservative" estimate of 27.36 million iPad sales in fiscal 2011, generating $16.92 billion.

"In fact, we estimate that iPad sales will contribute nearly one-third of Apple's $36.8 billion in incremental revenue that we are modeling in (fiscal year 2011)," he wrote. "If we exclude iPad revenue from Apple's (fiscal year 2010) results and our FY11 model, our revenue growth rate projection for Apple would be 41% in FY11 versus our current projection of 56%."
post #2 of 132
in other 'news'....it's important that I breathe....
post #3 of 132
As long as the obvious/rumored hardware updates make it to the new device, Apple should be fine.

But we know very little of iOS5 for iPad, which in my opinion, is where the biggest update is needed. Something to really differentiate it from that "big iPod touch" stigma that still plagues many people's minds.
post #4 of 132
You can't be serious! I thought keeping a product stagnant was a better strategy.
post #5 of 132
99 others for non-Apple types to fight over? 'Nuff said.

Yes, the iPad's growth will slow, but this is 'omg, the sky is falling' hyperventilation.
post #6 of 132
I have felt like we have had a shortage of iPad news, thanks for filling the gap..
post #7 of 132
Quote:
Originally Posted by anantksundaram View Post

99 others for non-Apple types to fight over? 'Nuff said.

Yes, the iPad's growth will slow, but this is 'omg, the sky is falling' hyperventilation.

To be fair, he's right in what he says. It's just that it's stating the obvious but it's his job to analyse, even when the analysis is easy. He didn't ask to be quoted in our bear pit lol
post #8 of 132
I'd be curious to see a list of all these competitors. Then another list 6 or 12 months from now, which I presume will be much shorter. Realistically, fewer than a dozen tablets have any shot at shipping more than 50,000 units.
post #9 of 132
Incredible, how do you get such a negative and threatening tone to describe such a positive event.
Wait. I know, you must be an 'analyst'.
Brilliant analysis by the way, he should work for Apple.

J.
post #10 of 132
Surely the burden of proof is on the iPad competitors to demonstrate that THEY are better, not the other way around.
post #11 of 132
Unless Apple takes the restrictions off developers, there's going to be a lot of love for Android tablets, just like there is for Android phones. Apple will probably own more than half the market for quite a while, but the market is no longer cornered. Which is a good thing for all customers.

Regarding tomorrow's announcement, I have a funny feeling they may pull a Mac Mini on us, and up the floor price by $100. Expecially now that they realize their competition can't match their price/performance ratio. But really, what's $100? I spent more than that on dinner with the family last Saturday without batting an eye. Spending that much more on a device I'd use daily for over a year? No big deal.
post #12 of 132
If the product better meets the consumers' needs, they'll keep buying it until someone else significantly improves the end-user experience (and that ain't gonna happen any time soon while the competitors are still playing catch-up and catering to the tech community's niche need for specs over functionality).

Have the hundreds of new "smartphones" released since 2007 kill the iPhone? Or have they simply served to confuse the public at large when it comes to identifying a viable competitor?
post #13 of 132
this is a crucial moment but they will do fine without steve because...

they will do a live facetime chat with steve!
post #14 of 132
According to another, different "analyst" Steve Tuberworm, the ipad 2 isn't very important to Apple, and they probably don't care much if they release even a half-assed product. Also, it's not that important for their consumers, stockholders, etc. "At least thats how I see it" said Steve.

Steve currently isn't a breathing life form, nor is he employed as an analyist, nor do any of his readers believe his analysis is worth reading. But we thought we'd share this report anyways.
post #15 of 132
Considering that the iPad 1 is better than most of the "plethora" of products coming out this year, I think they could put a sticker on that one that said 2 and be fine. Apple has nothing to worry about here.
post #16 of 132
Apple isn't worried...and for good reason. They've built a vast application library and devices that sync to it flawlessly. It's not the hardware, it's the apps man!
post #17 of 132
Quote:
Originally Posted by hatunike View Post

in other 'news'....it's important that I breathe....

Thank's for reminding me! Uhhh!!:
post #18 of 132
Quote:
Originally Posted by Gee4orce View Post

Surely the burden of proof is on the iPad competitors to demonstrate that THEY are better, not the other way around.

Given peoples' fickle attitudes, I can easily imagine the word "disappointing" being readied for the iPad 2's debut: "The screen resolution is the same, and that's disappointing unlike the XOOM." Or, "It only has double the RAM of the first iPad, while other tablet offerings are 1GB. That's disappointing."
post #19 of 132
Quote:
Originally Posted by xSamplex View Post

Unless Apple takes the restrictions off developers, there's going to be a lot of love for Android tablets, just like there is for Android phones. Apple will probably own more than half the market for quite a while, but the market is no longer cornered. Which is a good thing for all customers.

Regarding tomorrow's announcement, I have a funny feeling they may pull a Mac Mini on us, and up the floor price by $100. Expecially now that they realize their competition can't match their price/performance ratio. But really, what's $100? I spent more than that on dinner with the family last Saturday without batting an eye. Spending that much more on a device I'd use daily for over a year? No big deal.

I am actually rooting for some android tablet success. Not because I want to switch to android or anything, and I don't have ill-will toward Apple shareholders... I just don't want Apple to be the only game in town. I miss the days when Apple had a niche following. Back then seeing a PowerBook in a coffee shop was rare. Not everyone was jumping on the bandwagon. Now, everyone I know has an iPhone or MacBook Pro. I like the success in some ways because it vindicates us long-time users as knowing what we are talking about. But I don't want Apple to get lazy or spread themselves too thin. I need them to continue innovating as if they still have something to prove.
post #20 of 132
And the competition is?
post #21 of 132
The real story is when will those plethora of tablets start sell for $50.00 at 7-1?. Cause that's what is going to happen. Can someone say black Friday door buster!
Anyway most of the tablets getting ready to drop are owned by investors with nary a technical skill. They just have money. They hook up with folks that do all the sh** like design and marketing and engineering. They get their crap tossed onto the market and wait for the fish to bite.
And look at the Xoom for instance. There are two mutually exclusive cultures in that tabilet. One is Moto's ready to ride the gravy train a** and then there is Google. They didn't set off to make a great tablet experience for the public. So if you want to talk about fragmentation then look no further than all these effing Android tablets ready/ already for the market.
post #22 of 132
"Apple's iPad 2 unveiling viewed as 'crucial' to stay ahead of competition"

Right now, essentially there IS no competition. At least, none that can be taken seriously. Apple has, what, 80% of this market? With such a lead, Apple's not concerned with 'staying ahead' of anyone. What Apple is trying to do is FORESTALL competition. That is - to keep it from getting a solid foothold in the 'tablet' market niche Apple has created.

Right now, Apple's competitors lack both its resources and determination. That means they are struggling to hit the price/performance target that Apple has set with its initial iPad offering. To forestall competition, then, Apple's strategy is to keep moving the target. This should confuse and frustrate competitors who are, again, struggling to deliver products aimed at the CURRENT target.

With that understanding: Yes, the iPad 2 is crucial in FORESTALLING Apple's competition.
post #23 of 132
I've always been curious what these "notes to investors" look like. Is it an e-mail titled "BTW" or "I forgot to mention" or something more formal, like a Sticky?
post #24 of 132
The tablets coming to market this year will at best be competitive with the iPad, as it is today. So tomorrow, Apple raises the bar and leaves the competition behind, yet again.

The reasons why Apple was always far behind in the personal computer market is that Macs have been pricier and with so many people using Windows-based PCs at work, it made sense for the home system to work well with work system.

Well in the tablet space, it hardly matters what machines we're all using in a work environment and in terms of price, the tables are turned. The bang-for-the-buck advantage right now belongs to Apple. Amazing. And with it's clout as a volume buyer, Apple could conceivably maintain the price advantage for quite some time.

I think an annual re-design, as is the case with the iPhone, the iPod, etc. will be just enough for Apple to maintain an edge for quite a few years.
post #25 of 132
Quote:
Originally Posted by AppleInsider View Post

"We believe Apple must make a convincing case for why the iPad 2 is better than the plethora of competitors coming to market, while at the same time persuading iPad 1 buyers to upgrade to iPad 2."

I don't get the latter point, but that will be the easier sell as iPad lacks RAM etc.
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post #26 of 132
Quote:
Originally Posted by 2 cents View Post

And the competition is?

Exactly what I was wondering.

Where's the Xoom. (that's a rhetorical question)
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post #27 of 132
Quote:
Originally Posted by Mister Snitch View Post

"Apple's iPad 2 unveiling viewed as 'crucial' to stay ahead of competition"

Right now, essentially there IS no competition. At least, none that can be taken seriously. Apple has, what, 80% of this market?

When Samsung lies about their numbers then Apple has 80% of the market.

When Samsung tells the truth about their numbers then Apple has 94% of the market.
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post #28 of 132
Quote:
Originally Posted by AppleInsider View Post

"With over a hundred tablets expected to come to market this year looking to take on the iPad, ... we believe Apple must make a convincing case for why the iPad 2 is better than the plethora of competitors coming to market, while at the same time persuading iPad 1 buyers to upgrade to iPad 2."

I doubt more than five competing tablets have much of a chance of survival past their press conferences. As a charter iPad 3G adopter and fanatical daily user since May 5th 2010, Apple doesn't need to make a convincing case to persuade me to upgrade. I'm pouncing on getting the first top model off the plane ASAP. I could really use a 128 GB unit though. I have 1469 apps installed on my iPad occupying 45 GB of space. So the 59.2 GB (net) model seems inadequate to me.

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Six x 3.5GHz '14 MP, 64GB, 1TB PCIe, 16TB HDs
2.6GHz 6GB 17"HD LED MBP, Sony 52XBR6 HDTV
EyeTV 500, Hybrid 2G, EyeTV 3 HDTV Recorder
64 ATT iPhone 5S, 128 ATT iPad Air, 128 ATT iPad miniRetina, 16...

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post #29 of 132
This is Steve Jobs' baby--he's going to be there to give the keynote.
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post #30 of 132
Quote:
Originally Posted by xSamplex View Post

Unless Apple takes the restrictions off developers, there's going to be a lot of love for Android tablets, just like there is for Android phones. Apple will probably own more than half the market for quite a while, but the market is no longer cornered. Which is a good thing for all customers.

Regarding tomorrow's announcement, I have a funny feeling they may pull a Mac Mini on us, and up the floor price by $100. Expecially now that they realize their competition can't match their price/performance ratio. But really, what's $100? I spent more than that on dinner with the family last Saturday without batting an eye. Spending that much more on a device I'd use daily for over a year? No big deal.

No decision Apple (like any other corporation) makes is done in isolation of the circumstances or their development plan. Since you choose to be non-specific, I have to assume that you want ALL restrictions off the developers, which would be a significant change of process and highly unlikely. You cannot directly compare development for the iPhone to the dev for the iPad - two different platforms. And the market will develop naturally - Apple only owns the market because they have no effective competition in the device class. Anone who assumes a continuing complete ownership of the space has no clue as to how the tech device space works. There is no "cornered" of the segment at this stage - they are simply the first house in the development neighborhood so to speak.
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post #31 of 132
Quote:
Originally Posted by Elian Gonzalez View Post

I've always been curious what these "notes to investors" look like. Is it an e-mail titled "BTW" or "I forgot to mention" or something more formal, like a Sticky?

Stickies are more in-depth.
post #32 of 132
In other news, sensationalized headlines draw huge numbers of page hits and heated debate in the forums, one poster observes.
post #33 of 132
Quote:
Originally Posted by Multimedia View Post

I doubt more than five competing tablets have much of a chance of survival past their press conferences. As a charter iPad 3G adopter and fanatical daily user since May 5th 2010, Apple doesn't need to make a convincing case to persuade me to upgrade. I'm pouncing on getting the first top model off the plane ASAP. I could really use a 128 GB unit though. I have 1469 apps installed on my iPad occupying 45 GB of space. So the 59.2 GB (net) model seems inadequate to me.

The Xoom just got priced here in the UK, and at only £10 more than a base iPad it's going to be very tempting for a lot of people. Not that I would buy one now and have to post it away for 8-10 days to get a hardware upgrade in the next couple of months, I'd just wait for it to be included...mind you, I am not sure that we will get that option at there is no 4G network here to speak of...(mind you neither is there in the US )
post #34 of 132
Quote:
Surely the burden of proof is on the iPad competitors to demonstrate that THEY are better, not the other way around.

Amen to that. What kind of twisted logic brings analysts to portray Apple as on the brink of meltdown unless they somehow "prove" their upcoming IPad will be better than vaporware/half baked concepts that will for the most part never even make it to market?

Last time I checked I still have to see a competing tablet that delivers HALF AS GOOD an experience as the Ipad1, let alone the Ipad2, Dear analyst Sir. Maybe before pathetically trying to create a potential disaster scenario for Apple out of thin air you could actually evaluate products...

When any non Apple tablet actually matches the Ipad1, let's see then how far ahead Apple will already be Ipad3 at least (spoken like an analyst....)
post #35 of 132
Quote:
Originally Posted by anantksundaram View Post

Stickies are more in-depth.

Actually, doodles on a napkin are much more comprehensive...
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post #36 of 132
Quote:
Originally Posted by Sipadan View Post

Amen to that. What kind of twisted logic brings analysts to portray Apple as on the brink of meltdown unless they somehow "prove" their upcoming IPad will be better than vaporware/half baked concepts that will for the most part never even make it to market?

Last time I checked I still have to see a competing tablet that delivers HALF AS GOOD an experience as the Ipad1, let alone the Ipad2, Dear analyst Sir. Maybe before pathetically trying to create a potential disaster scenario for Apple out of thin air you could actually evaluate products...

When any non Apple tablet actually matches the Ipad1, let's see then how far ahead Apple will already be Ipad3 at least (spoken like an analyst....)

It's hard to convey this message to a traditional android/window user. They get all starry eyed when they look at spec sheets, but they are entirely blind to the actual experience of using the device. They need spec sheets to tell them which device is better. They need to be able to say "Mine is THIS much better than your device.". In reality, Apple has been creating incredibly well designed hardware and software products that you have to Experience to really 'get'.
post #37 of 132
Quote:
Originally Posted by 2 cents View Post

And the competition is?

Having a hard time rolling out a 10" tablet that's priced at or below Apples (now 1 year old) iPad... Oh and NO it doesn't count if you're forced into a carrier deal.
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post #38 of 132
Quote:
Originally Posted by Elian Gonzalez View Post

Given peoples' fickle attitudes, I can easily imagine the word "disappointing" being readied for the iPad 2's debut: "The screen resolution is the same, and that's disappointing unlike the XOOM." Or, "It only has double the RAM of the first iPad, while other tablet offerings are 1GB. That's disappointing."

To be honest, I fully expect the hardware announced tomorrow to be quite boring. And that's what much of the world will focus on when they say the event was disappointing. But, assuming they also uncover the plans for the next OS, that will be of much more interest to me. Sure, Apple will fine tune the hardware, add a Facetime camera; but I don't expect anything exciting on the hardware side until iPad 3.
post #39 of 132
Quote:
Originally Posted by xSamplex View Post

Unless Apple takes the restrictions off developers, there's going to be a lot of love for Android tablets, just like there is for Android phones. Apple will probably own more than half the market for quite a while, but the market is no longer cornered. Which is a good thing for all customers.

Regarding tomorrow's announcement, I have a funny feeling they may pull a Mac Mini on us, and up the floor price by $100. Expecially now that they realize their competition can't match their price/performance ratio. But really, what's $100? I spent more than that on dinner with the family last Saturday without batting an eye. Spending that much more on a device I'd use daily for over a year? No big deal.

Must be nice to be you....since $100 is nothing, you can paypal me $100. Being a single dad makes things tough. My daughter would sure like an iPad, I could use the help.
post #40 of 132
Quote:
Originally Posted by hatunike View Post

It's hard to convey this message to a traditional android/window user. They get all starry eyed when they look at spec sheets, but they are entirely blind to the actual experience of using the device. They need spec sheets to tell them which device is better. They need to be able to say "Mine is THIS much better than your device.". In reality, Apple has been creating incredibly well designed hardware and software products that you have to Experience to really 'get'.

In my experience - 99.9% of the folks who bash Apple products have never used one - or at least not long enough to "get it"
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