Kindle Fire eats into iPad sales lead, offset by global iPhone demand - Page 2

Originally Posted by Constable Odo


But it's plain to see the Windows netbook market collapsed after the iPad was introduced. Steve said that netbooks were crappy and that users were dissatisfied with them and he was right. I'm willing to bet that if you placed an iPad and a Kindle Fire together and let even young children decide which one was easier to use and was the most responsive, I'll bet the iPad would be preferred by most. I'm not saying the Kindle Fire isn't decent, but we need to keep things in perspective. The Kindle Fire is merely a low-cost alternative (not a substitute) for an iPad in function or quality.

Originally Posted by Sandyf

I compared both: the Fire & Nook. Since we're AMZ prime, more benefits for staying in their universe. Camera's not required (we both have iPhones). My wife is VERY happy watching NetFlix, news and magazines. Really, I also find it satisfactory. Remember, it's all about needs. Oh, and one more thing, the Fire only cost me $150! ($50 credit to open AMZ CC, no taxes & no shipping). So now I can justify my own iPad or Air this Spring (my needs are different)!

Originally Posted by Michael Scrip

I fully agree the iPad stomps the Kindle Fire in every category... no argument here.

My point was... 2 Kindle Fires... or 1 iPad. Some holiday shoppers will have to make that decision.

Originally Posted by jragosta

As you were told in the other thread, you are not the only person who matters - and you don't get to dictate what people should buy. For some people, the Fire is good enough - and at 1/3 the price, that's a bargain. For others, the Fire is not going to meet their needs. Either way, you don't get to dictate that it's garbage and whine about people disagreeing with you.

The MOST you can say is that it doesn't meet your needs.

Originally Posted by FreeRange

Another anal-ist who thinks they know what they are talking about. Since the iPad is marketed and sold globally, and is still in its infancy, is the undisputed market leader in a rapidly increasing market segment, and since the underpowered / under featured / severely restricted Kindle Fire is only sold, and only works, in the US, this will hardly put a dent in Apple's sales internationally. Only fools who have no idea what they are buying are purchasing the fire and its sales volume will quickly shrink once people figure out that it is no more than a heavily crippled gateway to amazon. Further, you can access the same amazon content on an iPad, using free Amazon provided apps and your web browser, yet do exponentially more in a device far superior for consuming that digital content.

Originally Posted by ljocampo

What a lot of bull. You MUST be a Microsoft or Google employee. The Kindle Fire comparison is apples and oranges from the iPad. It doesn't belong in the same category. The 3 people you know who MIGHT buy the Kindle Fire will be buying an iPad before the end of the quarter when they realize they make the mistake the Fire is a tablet COMPUTER!

The phrase "walled garden" gave you away as a ???

Originally Posted by JBHoule

Why not put your efforts into a worthwhile endeavor such as ending poverty, rather than saving the world from buying poor tablets?

Originally Posted by Apple ][

Worldwide poverty doesn't concern me at all, because if everybody had money, it would be a lot harder for me to get my hands on new Apple products. It was a slight hassle for me to get an iPad 2 earlier this year. I also get far more satisfaction from slamming Android tablets than from helping poverty stricken people, most of which is caused by their own design.

Originally Posted by JBHoule

Bless you! You're making the world a little better.

Originally Posted by JBHoule

Maybe if you slammed IPads, the sales would tank and you could buy them at "fire" sale prices.\

Originally Posted by mytdave

I don't think the Kindle Fire is going to have any affect on iPad sales whatsoever.

Originally Posted by Rabbit_Coach

How much nonsenses do we have to endure? I can't believe there is an analyst out there who really belives this

Originally Posted by charlituna

Much more nonsense. As well as many more rumors.

Originally Posted by AppleInsider

Sales estimates for Apple's iPad were slashed by 1 million units for 4Q11 due to a strong Kindle Fire launch, but iPhone sales pick up slack with domestic and international demand driving a 1.5 million increase on previous figures.
Thanks soooooooo much :-((
In a research note released on Monday, Canaccord Genuity said that while Amazon's tablet is expected to erode Apple's massive market share in the fourth quarter, Apple stock will see a net gain as iPhone sales will be bolstered by global launches and continually strong domestic demand.

Analyst T. Michael Walkley lowered his previous iPad sales estimates from 14 million to 13 million for the quarter ending in December, citing an expected new iPad launch next year and competition from the cheaper Kindle Fire. He writes that by the end of 2011 Amazon will be the No. 2 tablet maker with a 15.3% share, though Apple will easily retain the top spot with well over half the market.

Walkley notes that the almost 21% decrease in iPad market share quarter-to-quarter will be more than offset by increased fourth quarter iPhone sales of 30.5 million units, up from previous estimates of 29 million. He goes on to say that a healthy U.S. demand for Apple's smartphone, particularly from AT&T and Sprint customers, combined with upcoming global launches will net the iPhone its best quarterly performance of the year.

Apple's iPhone 4S is scheduled to launch in some of the world's most populated countries in 2011, including Russia, Brazil and China. The raised iPhone estimates echo recent from other investment banks such as J.P. Morgan.

End of year smartphone sales estimates put Apple in second with its 18% market share trailing Samsung's 19.5%, followed by Nokia and RIM, with 15.7% and 11% respectively.

Estimated tablet sales | Source: Canaccord Genuity

iPad will once again enjoy a commanding lead with 63.2% of the 2011 tablet market, followed by Samsung with 8.3% and newcomer Amazon with a 6.2% share.

Estimated smartphone sales | Source: Canaccord Genuity

The analyst puts a $560 target price on AAPL stock, with an increased earnings per share for fiscal year 2012 at $34.16, up from $33.52.

Originally Posted by Apple ][

I humbly do my part in making the world a better place, for some.



There were quite a few people who slammed the new iPhone 4S when it came out. Judging by some of the comments made, you'd think that the iPhone 4S was a TouchPadesque like fiasco, with a fire sale waiting right around the corner. It turns out that it doesn't really matter what random commentators say, because in the end, people vote with their wallets, and it turned out to be Apple's best selling phone ever.

I don't slam Android tablets, just for the sake of slamming them. I slam Android because I truly believe that it is a weak OS. I am also tired of reading about the next "great" Android tablet on the horizon, as every single one so far has turned out to be miserable failures.

Originally Posted by SolipsismX


That's surely happening but those aren't necessarily losses for Apple as Kindle Fire means two gifts for another. I think multiple Fire buyers arent likely customers for multiple iPads.

However... Later down the road an iPad might be why they insist on for their next tablet if Amazon doesn't step up their game very quickly.

Originally Posted by JBHoule

Did you see Apple's "1984" ad? You sound a lot like big brother, dictating the world order. Quite a crusade you're on! \

Originally Posted by Apple ][


I don't slam Android tablets, just for the sake of slamming them. I slam Android because I truly believe that it is a weak OS. I am also tired of reading about the next "great" Android tablet on the horizon, as every single one so far has turned out to be miserable failures.