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Apple now largest computer maker, sold more iPads alone than HP sold PCs

post #1 of 34
Thread Starter 
Apple has surpassed HP in both computer unit sales and revenues for the first time, taking the top spot sooner than expected on record sales of iPads. Rather than losing sales to low priced tablets, Apple said it would "continue to innovate like crazy" in the tablet arena.

Apple reported record quarterly sales of 15.4 million iPads and 5.2 million Macs, giving the company over 20 million sales of dedicated personal computing devices (distinct from its sales of more than 37 million phones). Gartner reported HP's worldwide sales for the fourth quarter to be 14.7 million, while Lenovo and Dell sold 12.9 and 11.6 million units, respectively.

Apple was expected to report sales closer to 13 million iPads, an estimate figure that was still well ahead of what Canalys had anticipated last fall when it predicted Apple would outpace HP before the second half of this year.

Both Apple's revenues and profits were twice as high as Microsoft reported for the same holiday quarter.

iPad not threatened by cheap tablets; it threatens PCs

When asked about the impact of lower priced, "content subsidized" tablets in the market, specifically Amazon's Kindle Fire, Apple's chief executive Tim cook noted that he was "really happy" with sales of iPad, pointing out that sell-through had exceeded sell-in, leaving the company with strained inventory levels in the global channel that contradict the notion that the Fire had eaten up potential iPad sales.

Cook said that Apple sees iPad as a "huge opportunity for Apple over time," reiterating the idea that the company's management believes "there will come a day when the tablet market in units is larger than the PC market.

"In fact its interesting to note that in the US, it's clear from IDC's recent data on desktops PCs that tablets exceeded desktop PC sales last quarter. You can already see different indicators that there is significant momentum in this space."

Cook on Kindle vs iPad

Cook stated that "in terms of competitiveness, the ecosystem for iPad is in a class by itself," comparing the 170,000 apps designed specifically for iPad against "just a few hundred" tablet-oriented apps for other platforms.

"I think people really want to do multiple things with their tablets. We don't really see these limited function tablets and ereaders being in same category."

Cook said other offerings "will sell a fair number of units, but I don't think that people that want an iPad will settle for limited function."

Cook added, "We're just going to continue to innovate like crazy in this area. And we think we can continue to compete with anyone that is currently shipping tablets, or that might enter in the future."

iPad eating up PC sales, not hurting Mac sales

Demand for iPads helped to blunt growth among generic PCs across the industry, with Microsoft reporting a 6 percent decline in Windows revenues for the same quarter. However, Apple's iPad sales haven't had a negative impact on the company's own Mac sales.

Instead, it appears that iPad, along with iPhone and iPod, continues to exercise a halo effect that draws customers to Apple's notebooks and desktops. The company pointed out that it had strong sales in both notebooks and with its desktop iMacs, with average weekly Mac sales being up in every geography.

Over a fifth of its Macs were sold through Apple's own retail stores, where the company reported that of the 1.1 million Macs sold to customers, half were purchased by users who were new to the Mac platform.
post #2 of 34
[OS war hat on]
But, but... Microsoft has more desktops and a bigger marketshare! Apple lost! Aren't the '90s still here?
[OS war hat off]
post #3 of 34
Some people call me Tim the cook, Tim cook and fewer yet call me Tim Cook. Perhaps you've met my relative, the shrubber?
post #4 of 34
But iPads are just toys, so the numbers don't count or matter in any way.



Okay, that's enough of the "pretend to be an anti-Apple shill" hat. It makes me physically ill to even pretend to keep up this level of stupidity.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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post #5 of 34
Quote:
Originally Posted by Tallest Skil View Post

But iPads are just toys, so the numbers don't count or matter in any way.



Okay, that's enough of the "pretend to be an anti-Apple shill" hat. It makes me physically ill to even pretend to keep up this level of stupidity.

Don't forget, the iPad is just a large iPod Touch!

Yech... you're right. Trying to impersonate Slappy just leaves a really, really foul stench in the air.
post #6 of 34
I believe Tim Cook to be the new Kwisatz Haderach.
post #7 of 34
Quote:
Originally Posted by lkrupp View Post

I believe Tim Cook to be the new Kwisatz Haderach.

Is that anything like Keyser Söze?
post #8 of 34
Ballmer said at the 2009 Financial Analyst Meeting, "but when you get right down to it, it's a rounding error"


Story


Delicious Tasting Stab In The Back!
post #9 of 34
What more satisfying than making them eat their words are watching their products fail and their CEOs kick out.
post #10 of 34
Quote:
Originally Posted by mdriftmeyer View Post

Some people call me Tim the cook, Tim cook and fewer yet call me Tim Cook. Perhaps you've met my relative, the shrubber?

Like I tell my GF, "...I 'cook' after dinner!"
post #11 of 34
there's nothing wrong with the claim, but the logic seems a little fuzzy. PCs are at a saturation point, the iPad is not. PCs are powerful enough for the average person to not need replacing every year. The iPad is virtually expanding it's new market by the minute. The fact that a new product may be out selling one vendor of an established product seems about shocking as the sun rising in the east in the morning.
I'm not a pessimist. I'm an optimist, with experience.
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I'm not a pessimist. I'm an optimist, with experience.
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post #12 of 34
Quote:
Originally Posted by thataveragejoe View Post

there's nothing wrong with the claim, but the logic seems a little fuzzy. PCs are at a saturation point, the iPad is not. PCs are powerful enough for the average person to not need replacing every year. The iPad is virtually expanding it's new market by the minute. The fact that a new product may be out selling one vendor of an established product seems about shocking as the sun rising in the east in the morning.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #13 of 34
Quote:
Originally Posted by Market_Player View Post

Ballmer said at the 2009 Financial Analyst Meeting, "but when you get right down to it, it's a rounding error"


Story


Delicious Tasting Stab In The Back!

The funniest line in that story to me is Ballmer saying: "We do not, say, like Apple, believe in low volume, very high prices, very -- Apple is a great company, does a fine job. But their model says high margin, high quality, high price," he said. "That's kind of how they come to market. We say we want big market share. But with big market share, you take a lower price."

Wait, Apple = high margin, high quality, high price. Microsoft = big market share, lower price. Apparently he didn't want to mention the third opposite - lower quality?

Ah, what would we do without Ballmer?
post #14 of 34
Quote:
Originally Posted by mrstep View Post

Wait, Apple = high margin, high quality, high price. Microsoft = big market share, lower price. Apparently he didn't want to mention the third opposite - lower quality?

Yes. I can't believe IT guys defend this legacy of fail:



From: http://arstechnica.com/microsoft/new...uccesfully.ars

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #15 of 34
Quote:
Originally Posted by Tallest Skil View Post

But iPads are just toys, so the numbers don't count or matter in any way.



Okay, that's enough of the "pretend to be an anti-Apple shill" hat. It makes me physically ill to even pretend to keep up this level of stupidity.

A toy, no, i PC (which is a computer) it is not.

My friends, who work in the NEWSPAPER and ADVERTISING biz both wanted an iPad because it was so light, etc. Once they got it, they realized it wasn't something they could pull out and do serious work on.

A iPad (and the vast majority of tablets) are pretty much: Apps, and a web browser.

Its pretty much like using a web browser on a PC (Macs are also PCs..... believe it or not).

The tablet form factor can evolve to become a working device, but it needs lots of work still.

To Quote Tim Cook
Quote:
Originally Posted by AppleInsider View Post


Cook said other offerings "will sell a fair number of units, but I don't think that people that want an iPad will settle for limited function."

PC means personal computer.  

i have processing issues, mostly trying to get my ideas into speech and text.

if i say something confusing please tell me!

Reply

PC means personal computer.  

i have processing issues, mostly trying to get my ideas into speech and text.

if i say something confusing please tell me!

Reply
post #16 of 34
Quote:
Originally Posted by nicolbolas View Post

Once they got it, they realized it wasn't something they could pull out and do serious work on.

Sure you can.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #17 of 34
Quote:
Originally Posted by thataveragejoe View Post

there's nothing wrong with the claim, but the logic seems a little fuzzy. PCs are at a saturation point, the iPad is not. PCs are powerful enough for the average person to not need replacing every year. The iPad is virtually expanding it's new market by the minute. The fact that a new product may be out selling one vendor of an established product seems about shocking as the sun rising in the east in the morning.


No.

Here's a great example of why the iPads are doing very well: at the recent NAMM (Natl Assoc of Music Merchants) show in L.A., THE trade show for dealers of anything to do with pro audio and music hardware and software, iPads were everywhere. Not as notepads for the attendees, as parts of products on display. Mackie, MOTU, Akai, Moog, etc., in fact it seemed practically NOBODY didn't have an iPad centric product. These aren't like the silly iPod docks you see in Target. These are part of serious tools. Most weren't trying to compete with any laptops but were front ends for other hardware processors. You couldn't use a desktop for most of these uses and these are better than using a laptop for their purposes. Just Google it and read up on all of them. People who use iPads in recording studios and for live audio purposes are over the moon in love with how they fit in. This has nothing to do with how something else isn't selling or is saturated. It has to do with what's good about an iPad.

They work. No one is going to build a system around hardware they don't have faith in, and if this year's NAMM is any indication there is no lack of faith in iPads as something all audio people will be wanting to spend $500 on even if they never use it for anything else, never enter into Apple's ecosystem for apps or media, download a show or even boot up iTunes.


Oh, and in case anyone is wondering what the percentage of other tablets on display for the same uses and products? Other tablets were close to invisible, I was told. Anything running Android was some little little page turning app or DJ something or other. If any were doing any better my friend couldn't find them. But you couldn't turn around without an iPad running a $30,000 tour mixer or fine tuning Broadway caliber monitor packages.

It's over. Apple will make millions just based on this market and there are no other players.
post #18 of 34
Quote:
Originally Posted by nicolbolas View Post

A toy, no, i PC (which is a computer) it is not.

My friends, who work in the NEWSPAPER and ADVERTISING biz both wanted an iPad because it was so light, etc. Once they got it, they realized it wasn't something they could pull out and do serious work on.

That was like buying a hammer when they were trying to drill something. Blaming the tool is incorrect.


Quote:
Originally Posted by nicolbolas View Post

A iPad (and the vast majority of tablets) are pretty much: Apps, and a web browser.

Its pretty much like using a web browser on a PC (Macs are also PCs..... believe it or not).


Not true. See my post about the NAMM show. They are incredible remote front ends for anything you can imagine. Moog synths, recording studio mixers, the list goes on, and that's just in the industry I know about. I can only imagine how they're being used in others. They enable some developers to not even MAKE a hardware front end for their hardware, with the knobs and sliders that add so much to manufacturing cost. And no one in the pro audio industry (again, only using the field I can speak with knowledge of) is trusting this role to any Dells, Motorolas, Samsungs, etc. decent in their own right as any of these may be. If it was just a question of having some apps and a browser in their green room, maybe, but that's not what it is.
post #19 of 34
Quote:
Originally Posted by nicolbolas View Post

My friends, who work in the NEWSPAPER and ADVERTISING biz both wanted an iPad because it was so light, etc. Once they got it, they realized it wasn't something they could pull out and do serious work on.

The failure to do the work your friends wanted to do, did not lie in the iPad, but in the vision of your friends.
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #20 of 34
Quote:
Originally Posted by thataveragejoe View Post

there's nothing wrong with the claim, but the logic seems a little fuzzy. PCs are at a saturation point, the iPad is not. PCs are powerful enough for the average person to not need replacing every year. The iPad is virtually expanding it's new market by the minute. The fact that a new product may be out selling one vendor of an established product seems about shocking as the sun rising in the east in the morning.

I think you might have missed the point. Yes the PC industry growth is slowing because most people don't need a new PC every year. What about the people who upgrade every few years. Some of these people are opting to spend their $600 + on an iPad or tablet bc buying a new PC might not add any additional value to them. I know several people who bought an iPad rather than upgrading their old windows XP PC. They spend 95% of their time on the iPad.

While the iPad is not really a PC, from an economist's viewpoint, many of those 15 million new iPads users feel that an iPad was a good substitute for a new windows 7 PC. This is what the naysayers fail to realize. It's about what product a consumer is currently choosing to spend their money on.

It comes down to the fact that Apple sold more iPads than HP PCs, and Apple's iPad's average selling price (ASP) is higher than HP's ASP. Apple's profit margin is also a significant multiple of HP's.

The whole point is that Apple is making a whole lot of money.
post #21 of 34
Quote:
Originally Posted by nicolbolas View Post

A toy, no, i PC (which is a computer) it is not.

My friends, who work in the NEWSPAPER and ADVERTISING biz both wanted an iPad because it was so light, etc. Once they got it, they realized it wasn't something they could pull out and do serious work on.

A iPad (and the vast majority of tablets) are pretty much: Apps, and a web browser.

Its pretty much like using a web browser on a PC (Macs are also PCs..... believe it or not).

The tablet form factor can evolve to become a working device, but it needs lots of work still.

To Quote Tim Cook

Well considering the amount of forward thinking and innovation happening in the newspaper and advertising industries (ie none) I can see how your friends can't figure out how to utilize the iPad in their work flow.

In contrast, my friends who work for a large international marketing/digital media company, who does 90% of Proctor and Gamble's work, all have iPads that were gifted to them by their company for Christmas 2010. All 450 employees got free iPads and use them at work.
post #22 of 34
People used to go on about how laptops were taking over from desktops, but I think that victory will be short lived - the tablet can replace the laptop for 80% of applications.

Personally I no longer have a laptop, I sold my MBP. I have a tablet (iPad) and a desktop (iMac) and iCloud means that when I get home my tablet is already synced with my computer, ready to go. The perfect combination.
post #23 of 34
Quote:
Originally Posted by nicolbolas View Post

The tablet form factor can evolve to become a working device, but it needs lots of work still.

To Quote Tim Cook

Quote:
Originally Posted by AppleInsider View Post

"Cook said other offerings "will sell a fair number of units, but I don't think that people that want an iPad will settle for limited function."

I believe he meant that the other tablets out there have limited functionality over the iPad, not the iPad having limited functionality over a regular PC.
"Fibonacci: As easy as 1, 1, 2, 3..."
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"Fibonacci: As easy as 1, 1, 2, 3..."
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post #24 of 34
Quote:
Originally Posted by mrstep View Post

The funniest line in that story to me is Ballmer saying: "We do not, say, like Apple, believe in low volume, very high prices, very -- Apple is a great company, does a fine job. But their model says high margin, high quality, high price," he said. "That's kind of how they come to market. We say we want big market share. But with big market share, you take a lower price."

Wait, Apple = high margin, high quality, high price. Microsoft = big market share, lower price. Apparently he didn't want to mention the third opposite - lower quality?

Ah, what would we do without Ballmer?

In business 101, it is profit that pays the bills, enables R & D, and provides jobs. When cost exceeds revenue, the company goes out of business.
post #25 of 34
Quote:
Originally Posted by mrstep View Post

The funniest line in that story to me is Ballmer saying: "We do not, say, like Apple, believe in low volume, very high prices, very -- Apple is a great company, does a fine job. But their model says high margin, high quality, high price," he said. "That's kind of how they come to market. We say we want big market share. But with big market share, you take a lower price."

Wait, Apple = high margin, high quality, high price. Microsoft = big market share, lower price. Apparently he didn't want to mention the third opposite - lower quality?

Ah, what would we do without Ballmer?

Isn't that a classic one from July 31, 2009?! And the closing one, nicely ignoring facts:

Quote:
Originally Posted by AppleInsider View Post

"And are the ads working?" he asked rhetorically. "In an independent survey, we asked 18- to 24-year-oldsor they were asked, "Who offers the best value, Apple or Microsoft?" You can kind of see Apple was comfortably ahead despite the fact they well, despite whatever the facts are. Our ads started in April of '09. You can see kind of what the perception changes have been so far."



Quote:
Originally Posted by Suddenly Newton View Post

Yes. I can't believe IT guys defend this legacy of fail:



From: http://arstechnica.com/microsoft/new...uccesfully.ars

Thanks Mr. Newton! I'll put that on my colleagues Wintels desktop!
"Fibonacci: As easy as 1, 1, 2, 3..."
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"Fibonacci: As easy as 1, 1, 2, 3..."
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post #26 of 34
Apple themselves say that iPad is post pc device. Why then is it counted as a PC? PCs are open to an extemt that allows flexibility not in the iPad...

Also As a matter of fact, I think apples days with no tablet competitor are limited(I don't consider android tablets anything more than paper weights) this won't be popular here but I'm telling you, ive used windows8 and on a tablet, it's everything I wish the iPad could be. The new ui will kick ass on a tablet device.
You can't quantify how much I don't care -- Bob Kevoian of the Bob and Tom Show.
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You can't quantify how much I don't care -- Bob Kevoian of the Bob and Tom Show.
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post #27 of 34
Personally, I see the Tablet and the PC as two completely different products. However, I also think the market relevance of the two product categories is inverting.

The device which we have traditionally called a "PC" will no longer be deserving of that name - it will rightfully revert to the more generic phrase "desktop computer" - and it will increasingly become the "niche" device for highly specialized needs.

The device which we have come to know as the "Tablet" will increasingly become the mainstream device for everyday computing needs, taking up the title of "Personal Computer" which will eventually need to be stripped away from the older class of desktop devices.
post #28 of 34
Wanna bet in a couple of weeks time Andy Rubin is going to tweet that 1million Android phones are activated per day
post #29 of 34
Quote:
Originally Posted by lfmorrison View Post

Personally, I see the Tablet and the PC as two completely different products. However, I also think the market relevance of the two product categories is inverting.

The device which we have traditionally called a "PC" will no longer be deserving of that name - it will rightfully revert to the more generic phrase "desktop computer" - and it will increasingly become the "niche" device for highly specialized needs.

The device which we have come to know as the "Tablet" will increasingly become the mainstream device for everyday computing needs, taking up the title of "Personal Computer" which will eventually need to be stripped away from the older class of desktop devices.

Agreed. Some posters here desperately want the two types of products to be called the same so they can claim Apple is beating Dell and Microsoft and finally winning the PC wars by combining all MAC and iPad sales (why not throw iPhones in there too?). The iPad is a different product, the goal is for it to replace desktop/laptop PCs not be categorized the same.
post #30 of 34
Quote:
Originally Posted by AppleInsider View Post

"I think people really want to do multiple things with their tablets. We don't really see these limited function tablets and ereaders being in same category."

Actually, I find that a dedicated eInk reader such as the classic Kindle (not the Fire) or Nook, with their 6" non-backlit screens is worth having alongside an iPad. The iPad is a tablet computer, the eInk Kindles are pure readers. The readers are lighter and easier on the eyes, and you can pretty much ignore the battery for weeks.

Definitely limited function tablets such as eInk readers are not in the same category. But precisely for that reason there is plenty of room for them. The Kindle Fire, on the other hand, does not make sense for an iPad owner.
post #31 of 34
Quote:
Originally Posted by a_greer View Post

Apple themselves say that iPad is post pc device. Why then is it counted as a PC? PCs are open to an extemt that allows flexibility not in the iPad...

Well, at home my wife is experimenting with using an iPad as a notebook replacement. We got an iPad, bluetooth keyboard, and a case that allows for a wide range of angles when placed on a desk. The keyboard stays at home.

She still needs a desktop machine for some things, but can go for days without it. I'd say it's 70% there. In some ways, the iPad is better than any notebook she has ever owned or could get, such as the all-day battery life and extreme portability.

Things that would help seal the deal include double resolution, but with a slightly larger screen, say 11.2" (but always 3:4, not the 16:9 garbage), and an optional case similar to the Zagg keyboard cover with a full-size keyboard. This would make it more like a notebook for some tasks, but it would be more flexible since the iPad could be used by itself also, as a tablet.
post #32 of 34
Quote:
Originally Posted by a_greer View Post

Apple themselves say that iPad is post pc device. Why then is it counted as a PC? PCs are open to an extemt that allows flexibility not in the iPad...

Because "post-traditional definition of PC" doesn't roll off the tongue. People are buying iPads to do the tasks that they used to buy a PC for, and they're buying them instead of traditional PCs. So, if you want to pick nits at what a PC is and should be, go for it. Your view of what a PC is or should be doesn't really matter.
Quote:
Also As a matter of fact, I think apples days with no tablet competitor are limited(I don't consider android tablets anything more than paper weights) this won't be popular here but I'm telling you, ive used windows8 and on a tablet, it's everything I wish the iPad could be. The new ui will kick ass on a tablet device.

I agree competition will get better, but the new UI from MS is being heralded as kick ass by people because it's the first time anyone can remember MS actually creating something new that wasn't a poor copy of something else. It's more of a "you made this yourself? Good boy! Hey everyone, look what my four year old made" type of kick ass.

The fact is beyond a few tiles on the lock screen (which you don't see when you're actually working), Windows 8 doesn't let you do anything groundbreaking or new. Until anyone can articulate something a Win8 tablet will be able to do that an iPad can't, what is there to get excited about.
post #33 of 34
Quote:
Originally Posted by jlandd View Post

No.

Here's a great example of why the iPads are doing very well: at the recent NAMM (Natl Assoc of Music Merchants) show in L.A., THE trade show for dealers of anything to do with pro audio and music hardware and software, iPads were everywhere. Not as notepads for the attendees, as parts of products on display. Mackie, MOTU, Akai, Moog, etc., in fact it seemed practically NOBODY didn't have an iPad centric product. These aren't like the silly iPod docks you see in Target. These are part of serious tools. Most weren't trying to compete with any laptops but were front ends for other hardware processors. You couldn't use a desktop for most of these uses and these are better than using a laptop for their purposes. Just Google it and read up on all of them. People who use iPads in recording studios and for live audio purposes are over the moon in love with how they fit in. This has nothing to do with how something else isn't selling or is saturated. It has to do with what's good about an iPad.

They work. No one is going to build a system around hardware they don't have faith in, and if this year's NAMM is any indication there is no lack of faith in iPads as something all audio people will be wanting to spend $500 on even if they never use it for anything else, never enter into Apple's ecosystem for apps or media, download a show or even boot up iTunes.


Oh, and in case anyone is wondering what the percentage of other tablets on display for the same uses and products? Other tablets were close to invisible, I was told. Anything running Android was some little little page turning app or DJ something or other. If any were doing any better my friend couldn't find them. But you couldn't turn around without an iPad running a $30,000 tour mixer or fine tuning Broadway caliber monitor packages.

It's over. Apple will make millions just based on this market and there are no other players.

I'm buying a new iMac or MBP this spring and setting myself up to record at home. I'm grabbing an iPad 3, an Alesis I/O Dock and the new Arturia Mini Brute (did you get to play w/that one at NAMM?). The Mini Brute will function as a controller for my Korg iMS-20 and Moog Animoog (both of which I already have on my wife's iPad and the Animoog is already bought on my iTunes account long before I have one so I could get the intro pricing) and I'll either use the amps and effects in Garageband or buy the Peavey Ampkit upgrades for the free app for my guitar and bass. The Mini Brute will also be plain awesome plugged in by itself of course.

No one makes serious music apps on Android b/c of the high latency involved in the OS compared w/OS X and iOS (they both use Core Audio which has very low latency) and who wants to watch people sideload your $30 Moog synth for free instead of actually paying for it? Android has to at least solve the latency issue before anyone will try anything serious w/music production on that OS.
post #34 of 34
Quote:
Originally Posted by Gustav View Post

Because "post-traditional definition of PC" doesn't roll off the tongue. People are buying iPads to do the tasks that they used to buy a PC for, and they're buying them instead of traditional PCs. So, if you want to pick nits at what a PC is and should be, go for it. Your view of what a PC is or should be doesn't really matter.


I agree competition will get better, but the new UI from MS is being heralded as kick ass by people because it's the first time anyone can remember MS actually creating something new that wasn't a poor copy of something else. It's more of a "you made this yourself? Good boy! Hey everyone, look what my four year old made" type of kick ass.

The fact is beyond a few tiles on the lock screen (which you don't see when you're actually working), Windows 8 doesn't let you do anything groundbreaking or new. Until anyone can articulate something a Win8 tablet will be able to do that an iPad can't, what is there to get excited about.

Metro was derived from the OS used on the MS Zune, where its intro on the Zune2 absolutely destroyed the iPod touch market. Obviously this rampant success will be repeated against the iPad, with greater splendour implicit with the arrival of Windows 8.

Cheers
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