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Acer suffers first-ever quarterly loss, predicts iPad 'fever' will recede - Page 2

post #41 of 93
This is why HP exited the PC business. It is a downward spiral where prices keep going down and profit margins get thinner and thinner, or in Acer's case you sell at a loss, apparently. Market share means nothing!

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post #42 of 93
Quote:
Originally Posted by Dullblade View Post

I think the iPad "fever" will recede also.....whenever everyone has one.

I understand your meaning but looking at the iPod phenomenon that's not even the case ... people bought multiple iPods, passing them on to family etc. as they got the latest and greatest. I really expect the same thing. Heck I paid around $500 each for two iPod 60MB (still going strong by the way) as did many so the price is even comparable at the higher end. I bet the day will come when the average iPad user will say he is on his 4th, 5th or 6th ... (and all are still going strong).
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post #43 of 93
A fever you say.....


....perhaps they need more cowbell.
post #44 of 93
Quote:
Originally Posted by Rob55 View Post

Let me apologize in advance for poking a little fun. Did you mean paradigm or did you actually mean what you wrote (pyridine: a basic heterocyclic organic compound with the chemical formula C5H5N)?

I'm only kidding though. Peace.

Pendulum reminder:

http://blogs.wsj.com/digits/2011/07/...bm-mainframes/
post #45 of 93
Quote:
Originally Posted by ulfoaf View Post

His comment about tablets being a "fever" that will end and give them back their former customers shows the wrong guy is in charge. They will continue to have problems. Denial ain't a river in Africa, son.

Better still, they say that tablets are a fad, but apparently are trying to get some Android tablets to market? OK...
post #46 of 93
Where are we on the curve? We'll know once it goes asymptotic!
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Where are we on the curve? We'll know once it goes asymptotic!
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post #47 of 93
Quote:
Originally Posted by digitalclips View Post

I had one immediate response to the 'iPad fever will recede' comment... I've wiped my eyes now but my sides are still aching.

Seriously though, boy was Lanci correct or what?

What he really meant was that iPad fever will recede in the distance as Acer is left behind in the dust.
post #48 of 93
By the time iPad fever fades, Chairman Wang will have been long replaced.
post #49 of 93
Quote:
Originally Posted by digitalclips View Post

I had one immediate response to the 'iPad fever will recede' comment... I've wiped my eyes now but my sides are still aching.

Seriously though, boy was Lanci correct or what?

The real concern is that those traditional notebook computers won't be Acer ones. Gasp, all those might be replaced with Macs. The horror

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post #50 of 93
Quote:
Originally Posted by timgriff84 View Post

He's right iPad feaver will not last. Problem for him though is it will last around 4 years, right now it's just picking up the pace.

I reckon Christmas and next year will see a sharp increase in sales lasting a couple of years. After that it will still increase each year but at a slower rate and in 4 years time sales will level out. 6 years time they will start to drop as it become less of a must have adult toy. Bit like the iPod did.

Yeah, and in the meantime, as with the iPod, Apple will be standing still and not innovating towards the next big thing.

You perfectly encapsulate the mindset of other PC companies.
post #51 of 93
I have never seen anyone using an Acer computer, but then again I don't travel to Indonesia.

I can just imagine what a cheap, windows bloated piece of shit it must be.
post #52 of 93
Quote:
Originally Posted by res08hao View Post

I have never seen anyone using an Acer computer, but then again I don't travel to Indonesia.

I can just imagine what a cheap, windows bloated piece of shit it must be.

Acer is popular in Asia because it is semi-decent for the price. But most working people know to just spend a little bit more for a HP or Dell... Especially after their experience with Acer. To Acer's credit, all PC laptops are cheap, windows bloated pieces of crap. No one is even close to the unibody design. NO ONE. After ALL THIS TIME. NOWHERE EVEN CLOSE.
post #53 of 93
To the extent that any fever exists for any non-iPad tablets, I agree that it will recede. But that's not much consolation to Acer.

So two of the largest PC makers in the world -- HP and Acer -- are finding that it is no longer a profitable business. I wonder if HP is going to find that they can't sell the PC business and that spinning it off will end up being unappealing, because the IPO price would have to be very low. They might decide it's best just to close the darn thing down and take a big charge. Better to do that then to end up as another Kodak.
post #54 of 93
Quote:
Originally Posted by charlituna View Post

The real concern is that those traditional notebook computers won't be Acer ones. Gasp, all those might be replaced with Macs. The horror

Yes I agree. Not just NoteBooks but also PCs as Steve suggested. A Mac is not a PC even though many Pee Ceers seem to now want to claim it is. PCs (i.e. Wintel Crap Boxes) are going to continue to decline (rapidly I predict) but like you, I think we will see a continued growth in Macs of all types, perhaps even new Macs which we have yet to even imagine.
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post #55 of 93
Quote:
Originally Posted by Blastdoor View Post

To the extent that any fever exists for any non-iPad tablets, I agree that it will recede. But that's not much consolation to Acer.

So two of the largest PC makers in the world -- HP and Acer -- are finding that it is no longer a profitable business. I wonder if HP is going to find that they can't sell the PC business and that spinning it off will end up being unappealing, because the IPO price would have to be very low. They might decide it's best just to close the darn thing down and take a big charge. Better to do that then to end up as another Kodak.

Maybe the Samsung rumor has legs and they are stupid enough to buy HP's PC business and guarantee they continue to fail.
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post #56 of 93
Quote:
Originally Posted by nvidia2008 View Post

Acer is popular in Asia because it is semi-decent for the price. But most working people know to just spend a little bit more for a HP or Dell... Especially after their experience with Acer. To Acer's credit, all PC laptops are cheap, windows bloated pieces of crap. No one is even close to the unibody design. NO ONE. After ALL THIS TIME. NOWHERE EVEN CLOSE.

The irony is that Apple's design of an aluminum unibody is seen as the holy grail. I am pretty sure whatever design Apple had would be seen as that. These PC makers simply have zero design or innovation ability and what ever Apple does that what they have to do. I have to think Apple deliberately deigned these things to be almost impossible to copy at a price they can afford as well as the beautiful looks.
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post #57 of 93
Quote:
Originally Posted by digitalclips View Post

I had one immediate response to the 'iPad fever will recede' comment... I've wiped my eyes now but my sides are still aching.

Seriously though, boy was Lanci correct or what?

I agree. The lulz were epic on this one. Tablet fever? Really. There's a slide from Steve Jobs 2010 unveiling of the iPad where he explained Apple's belief that there existed a market for devices slotted between smartphones and traditional laptops. And you know what? He was right. Tablet ain't a fever baby, it's a market. Is United Airlines equipping their flight crews with smartphones or laptops? No. iPads. Wang's thinking is exactly why Acer is where it is today: reacting to Apple instead of creating the future. If Wang wants to wait for people to get sick of their iPads and return to buying his company's trashy, cheap "netbooks" then by all means, keep building them.

And by the way, I used to own an Acer notebook back in the day. It was heavy, noisy, had a laughably short battery life, and the Acer label came off while I was cleaning the exterior. Acer will never get my money again.

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post #58 of 93
I always have a certain respect for companies that refuses to do exactly what Apple does.
post #59 of 93
Quote:
Originally Posted by Rob55 View Post

Let me apologize in advance for poking a little fun. Did you mean paradigm or did you actually mean what you wrote (pyridine: a basic heterocyclic organic compound with the chemical formula C5H5N)?

I'm only kidding though. Peace.

I was wondering the same thing!
Maybe it's the result of a pesky auto-complete or suggestion "feature".
post #60 of 93
What's with the pictures, Wang? It's a parking lot!
post #61 of 93
Quote:
Originally Posted by Dullblade View Post

I think the iPad "fever" will recede also.....whenever everyone has one.

Exactly.
post #62 of 93
Quote:
Originally Posted by digitalclips View Post

Maybe the Samsung rumor has legs and they are stupid enough to buy HP's PC business and guarantee they continue to fail.

The blind leading the dumb and stupid.
post #63 of 93
I for one can concur that I have a bit of tablet fatigue.

I have owned iPad 1 & 2, Xoom, and Galaxy Tab and have sold all but the iPad 2.

While the iPad 2 is by far the best of the bunch, I find myself using it less and less and looking at the cost to use ratio and it is becoming quite undesirable.

Honestly, the only reason I keep the iPad 2 is for my 4 year old daughter and because I don't think it will go down in value between now and Christmas.

I am thinking Dell was ahead of their time and a 5" phone would be ideal for me. Either that, or someone needs to make an AirPlay enabled tablet display so an iPhone 5 can be used in a tablet form factor. Much lower cost for the same thing as an iPad... Or maybe a dock somewhere on the display for the iPhone (I think there is an Android tablet that does this?). These tablets are worth about $200-$300 to have any longevity, in my opinion, not $499+.
post #64 of 93
Quote:
Originally Posted by digitalclips View Post

I have to think Apple deliberately deigned these things to be almost impossible to copy at a price they can afford as well as the beautiful looks.

Of course they did, that's the entire point. Make it look the best, work the best, and price it at a point that makes it too attractive to consider the competition. The difference, of course, is that Apple has played the economies of scale to perfection, so they're $500 tablet makes a 15-30% profit, whereas company X's tablet maybe, MAYBE, breaks even.
post #65 of 93
Quote:
Originally Posted by Jims1973 View Post

Where's Donald Trump when you need him?

Putting his name up in lights somewhere, stroking his ego.

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post #66 of 93
Quote:
Originally Posted by IQatEdo View Post


Thank you. This is the winning comment. The rest of you can go home now

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post #67 of 93
What I find interesting is that even in this "post PC" era, people will still purchase traditional laptops and desktops BUT there will be a big difference. Now that there are user friendly tablets, consumers will be trained to replace those tablets with the latest and greatest every couple of years like they did with wintel boxes. The purchase of a traditional computer is going to change IMO. Because traditional computers will be mainly digital hubs for the HH or for "real work," consumers aren't going to go for the cheapest because they know that the purchase will need to last quite a while and will look for more expensive ones which is right in Apple's territory. Add in the fact that cloud will have extra advantages for iPad users and I see good things for Apple's computer division.
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post #68 of 93
Quote:
Originally Posted by AppleInsider View Post

[...] The collapse of the netbook market, of which Acer was king, has led the company to embrace Android on a series of tablet-style devices it company hopes will take on the iPad. [...]

First mistake: joining the fast-track to the bottom by overemphasizing low margin netbooks.

Second mistake: Android and its gigantic baggage carousel of hurt.

Third (potential) mistake: copying iPad and / or iPhone and/ or iPod touch design(s) too closely.

Choose your next step carefully Acer. You're treading on thin ice.

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post #69 of 93
Quote:
Originally Posted by SockRolid View Post

First mistake: joining the fast-track to the bottom by overemphasizing low margin netbooks.

Second mistake: Android and its gigantic baggage carousel of hurt.

Third (potential) mistake: copying iPad and / or iPhone and/ or iPod touch design(s) too closely.

Choose your next step carefully Acer. You're treading on thin ice.

Well, I'd figure Acer will go bankrupt. And good riddance, because their entire product line sucked. Badly.
post #70 of 93
Quote:
Originally Posted by stynkfysh View Post

I for one can concur that I have a bit of tablet fatigue.

I have owned iPad 1 & 2, Xoom, and Galaxy Tab and have sold all but the iPad 2.

While the iPad 2 is by far the best of the bunch, I find myself using it less and less and looking at the cost to use ratio and it is becoming quite undesirable.

Honestly, the only reason I keep the iPad 2 is for my 4 year old daughter and because I don't think it will go down in value between now and Christmas.

Apple doesn't need to convince everyone that they need a tablet. All they have to do is be the best tablet out there to gain the greatest share. You're agreed that they have the best tablet.

Quote:
Originally Posted by stynkfysh View Post

I am thinking Dell was ahead of their time and a 5" phone would be ideal for me. Either that, or someone needs to make an AirPlay enabled tablet display so an iPhone 5 can be used in a tablet form factor. Much lower cost for the same thing as an iPad... Or maybe a dock somewhere on the display for the iPhone (I think there is an Android tablet that does this?). These tablets are worth about $200-$300 to have any longevity, in my opinion, not $499+.

That's ridiculous. So the user has to be using two devices to get almost the same thing they're getting now. With extra lag time caused by the separation of functionality. And for that, they pay $300 instead of $500? That would bomb in a heartbeat. Look at how quickly Rim's Playbook failed - because it needed to be linked with another device.
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post #71 of 93
Quote:
Originally Posted by island hermit View Post

C'mon Wang quit making bone head statements... quit dicking around and get serious. The whole idea that the iPad will peter out is ridiculous. Just re-tool and move forward.

Ah! Ahahaha! I see what you did there!

Penis
post #72 of 93
Quote:
Originally Posted by island hermit View Post

C'mon Wang quit making bone head statements... quit dicking around and get serious. The whole idea that the iPad will peter out is ridiculous. Just re-tool and move forward.

Maybe his board should exile him to a penile colony.

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post #73 of 93
Quote:
Originally Posted by nvidia2008 View Post

Acer is popular in Asia because it is semi-decent for the price. But most working people know to just spend a little bit more for a HP or Dell... Especially after their experience with Acer. To Acer's credit, all PC laptops are cheap, windows bloated pieces of crap. No one is even close to the unibody design. NO ONE. After ALL THIS TIME. NOWHERE EVEN CLOSE.

I'd take an ACER over a Dell anytime.
post #74 of 93
Quote:
Originally Posted by tjwal View Post

I'd take an ACER over a Dell anytime.

That's like saying that you'd rather have your balls pounded flat with a wooden circus mallet than dragged across a cheese grater.

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post #75 of 93
The guy needs to realise that people were using expensive PCs at home for media consumption - using a fraction of the power of the PC and also having some of the downsides - bulkiness, etc.

Tablets are brilliant for media consumption, so it's actually no wonder that people are buying them instead of PCs. Sure, they might update their old PC eventually, but if they're on the tablet all the time they're going to think twice about the old three or four year upgrade cycle.

And that isn't going to change. If you use a tablet a lot, then you're going to seriously consider upgrading that down the line when the media (games, etc) it's consuming starts being too much for the device, but you'll want your existing software to work still. So that's another iPad sold in the post-PC world, whilst the PC gathers dust.

So if this is truly Acer's opinion, then they'll be doing a Palm in a few years' time. Hopefully for them there will be enough PC market still for them to do well - businesses in particular. But even businesses are stretching out their PC hardware. In many ways, maybe HP have seen the writing on the wall, but to give up on the TouchPad was an incredibly short-sighted move on par with Nokia's Symbian-Suicide.
post #76 of 93
Quote:
Originally Posted by Rothgarr View Post

Wow, Apple has "only" over 50 percent of the tablet market? I thought they controlled way more than that.

Quote:
Originally Posted by timgriff84 View Post

He's right iPad feaver will not last. Problem for him though is it will last around 4 years, right now it's just picking up the pace.

I reckon Christmas and next year will see a sharp increase in sales lasting a couple of years. After that it will still increase each year but at a slower rate and in 4 years time sales will level out. 6 years time they will start to drop as it become less of a must have adult toy. Bit like the iPod did.

Actually iPad marketshare is much closer to 85%, possibly more. We can see from the HP WebOs fiasco that "shipped" is a meaningless term. Now, of course that they've sold out at $99, some way will use those numbers to add to non iPad numbers as though they mean anything, which they don't.

So the Playbook had 500,000 shipped, of which, estimates are that they sold between 100,000 and 200,000. It's estimated that Samsung sold between 25-35% of their Galaxys', and interestingly, they stated during their last quartly report that they would no longer give shipping numbers for their tablets and phones. Going along with that is the Best Buy sale that gives a Tab 10.1 away with every purchase of a $1,500 55" Samsung Tv. Not good.

The only one who seems to have sold more than bald the tablets they shipped was Asus. They said they shipped 700,000, and sold 500,000. Still, that's not a great ratio.

Everyone has shipped less, and sold even less than that.

As for the iPads sales declining after 4 years or so, that's just you being annoying Tim. You don't actually know anything.
post #77 of 93
Quote:
Originally Posted by nvidia2008 View Post

No one is even close to the unibody design. NO ONE. After ALL THIS TIME. NOWHERE EVEN CLOSE.

This is a hugely important point.

How old is the unibody design now!?
post #78 of 93
Quote:
Originally Posted by stynkfysh View Post

Honestly, the only reason I keep the iPad 2 is for my 4 year old daughter and because I don't think it will go down in value between now and Christmas.

Why do you think it won't go down in value?

Perhaps your 4 year-old knows something you don't.
post #79 of 93
Quote:
Originally Posted by digitalclips View Post

Maybe the Samsung rumor has legs and they are stupid enough to buy HP's PC business and guarantee they continue to fail.

They released a statement saying they have no interest in it, but who knows?

It's a $40 billion a year business, but I read an article today that said some financial people think it would fetch between $12-15 billion. That's a terrible number!
post #80 of 93
Quote:
Originally Posted by anantksundaram View Post

This is a hugely important point.

How old is the unibody design now!?

From Wikipedia, "The first MacBook Air was a 13.3" model, promoted as the World's Thinnest Notebook, introduced at the Macworld Conference & Expo on January 15, 2008."

I thought the MBA was older than that.

Anyway, Intel has a pretty nice unibody reference design. It reminds me of something else I've seen but I can't quite out my finger on it.
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