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iPad crashes Windows 8 launch party as Asus cuts its PC, tablet forecasts by 10%

post #1 of 35
Thread Starter 
More bad new for Microsoft's Windows 8: Asus, one of the few PC makers to experience any growth last year, is now lowering its forecasts for June quarter PC and tablet sales in the face of slack demand for computers with the appearance of Windows Phone.


Source: Asus


Gartner and IDC both rank Taiwan's Asus as the fifth largest PC maker globally (because neither group counts iPad sales). However, Asus' growth streak from last year ground to a halt with the rest of the industry in the first quarter of 2013.

After warning investors in early May that it expected to ship fewer notebooks and tablets in the June quarter (citing plans for 4.8 million notebooks and 2.8 million tablets), the company has now revised its estimates again, cutting its shipment expectations for both categories by 10 percent over the previous quarter. A report by Focus Taiwan says Asus now plans to sell 4.23 million notebooks and 2.7 million tablets.

Asus climbed into the spotlight in 2007 when it released the Eee PC netbook line. In 2010, it spun off Pegatron (an OEM formerly used by Apple to build MacBooks, and rumored to building a new line of low cost iPhones) just as the iPad began selling in quantities that began destroying demand for netbooks.

Asus chairman Jonney Shih, who apparently styles himself as a sort of Steve Jobs, initially launched a hybrid "Padfone" in an oddly dramatic unveiling in 2011. When sales didn't exactly catch on, the company, along with the rest of the PC market, turned to Microsoft's Windows 8 to boost sales of PCs and tablets.



In addition to Windows 8 PCs, which have failed to take the market by storm, Asus also makes the Nexus 7 tablet for Google. To cover all the bases, Asus recently announced its "Transformer Book Trio," which pairs a Windows 8 notebook with an 11.6 inch display that doubles as an Android tablet.

Last year, reviewers noted that "Google apps run better on the iPad Mini than the Nexus 7," despite CNET's report that its own "reader poll" favored the Nexus 7 over the iPad mini by a significant margin.

Consumers voting with their actual dollars have sided with iPads however. In November, Apple sold 3 million new iPad 4 and iPad mini units in its first weekend of sales, and last quarter, Apple sold 19.5 million iPads in its March quarter, up dramatically from 11.8 million in the year ago quarter.
post #2 of 35

Great news for all Apple fans and stockholders today!1biggrin.gif

 

Never again will anybody ever again have to read an article on here or at any other place based on Doug Kass's tweets, because he has quit Twitter as of today.1smoking.gif

 

http://blogs.marketwatch.com/thetell/2013/06/17/doug-kass-splits-with-twitter/

post #3 of 35

" . . . Asus, one of the few PC makers to experience any growth last year, is now lowering its forecasts for June quarter . . ."

First Apple doesn't meet forecasters' prognostications, then Facsimile Sam and now, Jeepers Creepers Asus ?, then ??, then ???

 

My, there seems to be a trend. Whatever is going to happen to stock values in Tech? Will Google feel the wrath of the great fortune tellers with the gentle flush of Android sales? This soap opera is one tight story.


Edited by mhikl - 6/17/13 at 3:16pm

When I find time to rewrite the laws of Physics, there'll Finally be some changes made round here!

I am not crazy! Three out of five court appointed psychiatrists said so.

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When I find time to rewrite the laws of Physics, there'll Finally be some changes made round here!

I am not crazy! Three out of five court appointed psychiatrists said so.

Reply
post #4 of 35
is this a comedy club act?
post #5 of 35
I can name this tune in one note...

While the tech-oriented folks can (if they're MS-oriented as well) make excuses for Windows 8, and even hold their breath while using it?

Joe Sixpack ain't buying it. After watching my missus' reaction to Best Buy's sales-critters when they told her that they won't sell her a new laptop with Windows 7 on it, I knew then and there that Windows 8 was more-or-less a Vista-scale failure, and likely worse.

(...now why Best Buy won't do an upcharge install thingy with Geek Squad and park Windows 7 on a new laptop? Dunno, but the missus was ready to drop $1k on a new laptop at that store, and said as much. They lost that money, and the Mac Store down the street got ~$700 of it instead as she realized an iPad keyboard does everything she ever wants to do with a computer. Me? I was told by her to keep out of it, so I just watched with smug satisfaction as the last Windows user in my household stopped using Windows, and my tech repair time dropped to nearly zero.)

Just as a rough guess? Little wonder the consumer desk/laptop market hit the floor. On the enterprise side, they're (as a whole) just about to finish their XP-> Win7 upgrades, so there's not much action left for growth there.

I'm just sitting back waiting for next year, just to see what Microsoft's excuses will be as more OEMs start pointing the finger of blame at Redmond.
post #6 of 35
I think the decrease in PC sales has something to do with the lifespan of new computers. When I would buy a computer every 3 years I can now go 5-7 years without needing to upgrade. But this is just my own personal theory of course.

I throw apples out the window for penguins to eat.

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I throw apples out the window for penguins to eat.

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post #7 of 35

1) Wow, these Taiwanese and Korean companies know how to trot out the babes for these intros.  Yikes.

 

2) There's really no competition for the iPad, and we all know this to be true.  Yes, people buy other tablets.  But they weren't going to buy an iPad in any case, mostly.

 

3) The PC market is just a wreck right now, and from what little I can tell it's only going to get worse.  

post #8 of 35
Quote:
Originally Posted by Colper View Post

I think the decrease in PC sales has something to do with the lifespan of new computers. When I would buy a computer every 3 years I can now go 5-7 years without needing to upgrade. But this is just my own personal theory of course.

There are three schools of thought when it comes to buying computers.

 

1.  Buy the most expensive top of the line system with AppleCare and then sell it the next year for the most resale value (since it would still have AppleCare support) and then spend the difference on the next release top of the line and only have to pay the difference and you'll always have the latest and greatest.

 

2.  Buy what you can afford and keep it until the thing completely dies.

 

3.  Buy what you want with the 3 year AppleCare and then sell it at the end of the 3 years for whatever the market will bear.

 

The problem is that within the last few years, people are spending their "computing" money on smartphones and tablets instead since the average person might get more use out of those or because of the novelty factor and they do regular browsing, email, texting, etc.   For average users, as long as the computer runs the latest OS, it should be just fine.  But it doesn't have to.  But for the professionals, they usually want to have the power of new systems.

post #9 of 35
Quote:
Originally Posted by Colper View Post

I think the decrease in PC sales has something to do with the lifespan of new computers. When I would buy a computer every 3 years I can now go 5-7 years without needing to upgrade. But this is just my own personal theory of course.

I think you are correct. More specifically from my view is, in the early days, even through the 1990's and early 2000's, computer functionality was still on the upswing, faster speed, more memory, larger hard drives, better monitors. Those who need more functionality and responsiveness in a desktop are fewer and fewer, as the older models are quite adequate for even the newest software. Then add to the mix that many enterprise applications for the PC are web-based, needing only javascript enabled browsers or the Java JVM, both of which run well in older machines, and one is left with little incentive to buy newer PCs. 

 

Apple changed the PC industry by recognizing that most of the time, people used the computer just for the functions that the iPad and the iPhone offered: mail, web browsing. 

post #10 of 35
Quote:
Originally Posted by drblank View Post

is this a comedy club act?

If so, it's amateur night, and the crowd is voting with their feet...

post #11 of 35
Quote:
Originally Posted by AaronJ View Post

3) The PC market is just a wreck right now, and from what little I can tell it's only going to get worse.  

 

Chairs will be throw, the monkey will dance, and Uncle Fester will...uhh...fester.

post #12 of 35
Quote:

Originally Posted by drblank View Post

[...]

2.  Buy what you can afford and keep it until the thing completely dies.

[...]

 

That, right there, is my school of thought on a personal level. I just (as in a couple weeks ago) donated my old dual G5 PowerMac that I bought in 2004... it still ran flawlessly. Saw no need to dump it, as it was my only Mac for a very long time, and it still ran very well performance-wise (yes, in spite of the specs).

post #13 of 35
Quote:
Originally Posted by Penguinisto View Post

I can name this tune in one note...

While the tech-oriented folks can (if they're MS-oriented as well) make excuses for Windows 8, and even hold their breath nose while using it?
<  snip   >

I'm just sitting back waiting for next year, just to see what Microsoft's excuses will be as more OEMs start pointing the finger of blame at Redmond Uncle Fester.
 

I thought a couple teensy modifications would make it more fun.

post #14 of 35
Quote:
Originally Posted by drblank View Post

There are three schools of thought when it comes to buying computers.

 

2.  Buy what you can afford and keep it until the thing completely dies.

 

Every Mac I've owned, starting with the Mac 128K, was still working completely when I hauled it into the basement and set up my newest Mac. That's a total of seven desktop Macs in 29 years and counting. I've noticed that the gap between replacements has gotten longer as time has gone on. While not one has died, eventually the OS releases and CPU upgrades make it necessary to upgrade so current application software could be bought.

 

My old late-2006 MBP is a case in point. It can't support the latest OS versions or current applications, but it works so nicely and I've always enjoyed the matte screen... alas! On the plus side, the MBAs are now speed demons compared to what they once were, they are a whole lot less expensive, and if I checked, they may be even as fast as my old MBP by now. 

post #15 of 35
Yet, Microsoft sells at a PE of 18. An 80% premium to Apple. If Apple sold at the same multiple, the stock would be $775

Never mind that its core business and model is under severe distress. I'd love nothing more than to see Apple's PC unit share profitably reach 20%. And, have them come out with a kick ass rev of iWork

Windows survivor - after a long, epic and painful struggle. Very long AAPL

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Windows survivor - after a long, epic and painful struggle. Very long AAPL

Reply
post #16 of 35
Quote:
Originally Posted by waldobushman View Post

I think you are correct. More specifically from my view is, in the early days, even through the 1990's and early 2000's, computer functionality was still on the upswing, faster speed, more memory, larger hard drives, better monitors. Those who need more functionality and responsiveness in a desktop are fewer and fewer, as the older models are quite adequate for even the newest software. Then add to the mix that many enterprise applications for the PC are web-based, needing only javascript enabled browsers or the Java JVM, both of which run well in older machines, and one is left with little incentive to buy newer PCs. 

 

Apple changed the PC industry by recognizing that most of the time, people used the computer just for the functions that the iPad and the iPhone offered: mail, web browsing. 

 

That's clearly what is happening, but its also interesting that Apple wasn't at all the first nor the last to try to pull off such a feat. Before the iMac, Sun was trying to launch the "NC" as a network client. WebTV and similar products from Sony and others were trying to bring the web to consumers without Windows. 

 

The Palm Pilot and similar PDA systems tried to scale up to take out the Windows PC, and Palm even ended up getting used by BeOS to make a second try at delivering a WebTV appliance.

 

Samsung and other Windows licensees tried valiantly to make tablet solutions, and netbooks tried (initially) to deliver the core functions of a PC with linux. There were lots of other attempts to make Linux-based appliances and low end PCs. And after the iPad, Google's own attempt to both launch Android tablets and its ChromeOS to power a variety of non-Windows PCs and PC replacements were all thrown into the market.

 

So its not just that Apple "got it," but the company also executed in a way that no other PC OEM, consumer electronics or internet search provider has managed to pull off. Android's me too tablets aren't even able to replicate the iPad's success, despite aping Apple's hardware right down to the round corners.

post #17 of 35
Anything happens to our last windows 7 machine we will have to beg or bribe one of the youngsters to fix it, if not might as well learn Apple OS if we have to learn new language.
post #18 of 35
Quote:
Originally Posted by Colper View Post

I think the decrease in PC sales has something to do with the lifespan of new computers. When I would buy a computer every 3 years I can now go 5-7 years without needing to upgrade. But this is just my own personal theory of course.

 

Quote:
Originally Posted by drblank View Post

There are three schools of thought when it comes to buying computers.

 

1.  Buy the most expensive top of the line system with AppleCare and then sell it the next year for the most resale value (since it would still have AppleCare support) and then spend the difference on the next release top of the line and only have to pay the difference and you'll always have the latest and greatest.

 

2.  Buy what you can afford and keep it until the thing completely dies.

 

3.  Buy what you want with the 3 year AppleCare and then sell it at the end of the 3 years for whatever the market will bear.

 

The problem is that within the last few years, people are spending their "computing" money on smartphones and tablets instead since the average person might get more use out of those or because of the novelty factor and they do regular browsing, email, texting, etc.   For average users, as long as the computer runs the latest OS, it should be just fine.  But it doesn't have to.  But for the professionals, they usually want to have the power of new systems.

My own theory is a crossbreed between you two.

 

Actually, DrBlank have done a good sums up, but he misses one major factor that waldobushman have scratch a little bit.  You need a killer app, something that will drive people to buy a computer or get a new one, like the internet boom at the end of the 90's where most household bought their first PC.  Right now the mobile device caught up on the PC and the PC is searching for his next killer apps.  

post #19 of 35
"Asus, In Search of Incredible" I say they found 5 already 1wink.gif
post #20 of 35

PADFONE!!!!  Took most of the crowd a couple of seconds to realize they are supposed to clap.   This guy cracked me up.

post #21 of 35
Haswell
post #22 of 35

Off-tangent, but that presentation was just painful to watch. 

post #23 of 35
That video looked kinda weird. Weird intro to a product. Seems like they were laughing and then caught on it was serious.
post #24 of 35
ASUS laptops and tablets, blow
post #25 of 35
Quote:
Originally Posted by Everett Ruess View Post

Anything happens to our last windows 7 machine we will have to beg or bribe one of the youngsters to fix it, if not might as well learn Apple OS if we have to learn new language.

 

Trust me, it's a piece of cake. MS "incorporated" so many features similar to those in OS-X, that all you'll have to do is learn where they are on the Mac and you'll be well on your way.

post #26 of 35
Quote:
Originally Posted by Everett Ruess View Post

Anything happens to our last windows 7 machine we will have to beg or bribe one of the youngsters to fix it, if not might as well learn Apple OS if we have to learn new language.

Don't worry, there is help at hand

 

"Mac for Seniors (Computer Books for Seniors series) [Large Print] [Paperback]"

 

http://www.amazon.com/Mac-Seniors-Computer-Books/dp/9059050088/ref=sr_1_2?s=books&ie=UTF8&qid=1371563959&sr=1-2&keywords=Macs+For+Seniors

post #27 of 35

Wild success only comes to those who are truly willing to embrace risk.  Most companies are risk-averse, hence they glom on to the Microsoft raft and drift along in a sea of "me too" products, never realizing their true potential. 

 

Asus should grow a set and unlash from the MS raft and switch all their products to Linux.  They would have to fully embrace it, no wishy-washy "lets see how it goes for a few months" nonsense.  They would also have to put some effort into writing or enhancing a number of apps for real people to use.  Significant marketing would also be required.

 

Right now Asus provides no real differentiation from all the other plastic PC junk.  They have 2 choices - continue to be just another uninteresting MS serf, or step up their game with a bold new direction (and products), win or lose.

post #28 of 35
Originally Posted by AppleInsider View Post

Asus chairman Jonney Shih, who apparently styles himself as a sort of Steve Jobs, initially launched a hybrid "Padfone" in an oddly dramatic unveiling in 2011.

 

Ah yes.  The good old days.  When Apple-wannabes all thought that hardware gimmicks could fool people into buying their iPad-wannabes.  Back then, there was true diversity in the iPad-wannabe market.  The Apple-wannabes all  really thought they had a chance at success.

 

But Samsung showed all the wannabes that blatant, mindless copying of Apple designs was the way to dominate the Android hardware market.  Samsung has killed off the Acers, LGs, HTCs, and other Android iPad cloners by drowning them with their multi-billion dollar marketing budget.  No more choice.  No more hysterically funny Padfone launches.  Ah, the good old days.

Sent from my iPhone Simulator

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Sent from my iPhone Simulator

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post #29 of 35
Quote:
Originally Posted by Macky the Macky View Post

 

Chairs will be throw, the monkey will dance, and Uncle Fester will...uhh...fester.

 

Steve Ballmer always reminded me more of the monster from Young Frankenstein. Abby-normal.

post #30 of 35
Quote:
Originally Posted by Red Oak View Post

And, have them come out with a kick ass rev of iWork

Ok, I don't think that this has gotten enough credit, nor enough attention. They are bringing iWork out to the browser in a fully complete way. With all of the features we would expect from an application (drag-n-drop, importing of Office formats, etc). To me, there are two main questions that should be answered:

1) Is the iCloud version of iWork going to be free (as to compete with Google Docs)?

2) Will it allow for collaboration?

I think that the answer to #1 should be Yes. The more people who use it, the more people will grow to depend on it. Besides, have you ever used Google Docs? That is basic, and quite honestly, ugly. And I LIKE Google Docs!!

Now, if Apple can pull off both questions in the affirmative, this will be a substantial game changer!
-- Mike Eggleston
-- Mac Finatic since 1984.
-- Proud Member of PETA: People Eating Tasty Animals
-- Wii #: 8913 3004 4519 2027
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-- Mike Eggleston
-- Mac Finatic since 1984.
-- Proud Member of PETA: People Eating Tasty Animals
-- Wii #: 8913 3004 4519 2027
Reply
post #31 of 35
This is not seen as a win for Apple shareholders at all. Only glance at Apple's share price will confirm that much. I'm rather certain the whole computer industry is taking a massive downturn. Apple will also be affected and Wall Street will make certain that Apple stock takes the biggest loss. Although the PC industry is in a mess, Apple by far has been hurt the worst in share price growth for all of 2013. In fact, Microsoft appears to be doing absolutely fine as it's share price is higher now than it's been in many years. It's Apple's share price that mainly reflects a drop in the computer industry. All those supposed iPad sales are doing nothing for Apple's share price. All Wall Street sees from Apple is a YOY iPad sales decline which has nothing to do with how well Apple products are selling when compared to other computer companies' products. Apple shareholders don't have anything to rejoice about.
post #32 of 35
Quote:
Originally Posted by Constable Odo View Post

This is not seen as a win for Apple shareholders at all. Only glance at Apple's share price will confirm that much. I'm rather certain the whole computer industry is taking a massive downturn. Apple will also be affected and Wall Street will make certain that Apple stock takes the biggest loss. Although the PC industry is in a mess, Apple by far has been hurt the worst in share price growth for all of 2013. In fact, Microsoft appears to be doing absolutely fine as it's share price is higher now than it's been in many years. It's Apple's share price that mainly reflects a drop in the computer industry. All those supposed iPad sales are doing nothing for Apple's share price. All Wall Street sees from Apple is a YOY iPad sales decline which has nothing to do with how well Apple products are selling when compared to other computer companies' products. Apple shareholders don't have anything to rejoice about.

 

Share prices are not set by "a wall street," they are the reflection of the perception of value held by millions of buyers and sellers. This perception is clearly not rational. Apple's real value didn't actually go up and down by more than 100% within 2008. There was just mass panic, ignorance and confusion. Only after the year ended, with Apple entirely unscathed, did the stock continue rocketing upward. 

 

Over the past year there's been a new period of irrationality. At $700, Apple wasn't really overvalued when you compare the performance of its peers. But due to a series of clearly inaccurate prognostications (quite obvious in hindsight), its stock is now trading at new lows for the year.

 

Apple is not a high volume PC maker - it's not even in the top 5 if you don't count iPads. Apple is the volume tablet maker, by far. So the fact that the PC market is shifting to tablets is really bad news for the Mac. It's good news for Apple. And Apple's shift to the high end of PCs means it will continue to reap the majority of the profits in the conventional PC market, even as volume sales shift to tablets and other post-PC devices.

 

There is so much irrationality in the market that it's hard to pinpoint exactly when Apple's valuation will correct and align itself with those of Microsoft and Google (which are trading far higher/revenue than Apple). But there's no rational argument that Apple's actually performance is tied to its stock price. 

 

Apple's performance is rational and under the control of some of the most competent and productive people on earth. 

 

Nobody at Apple has any direct control over the company's stock price.   

 

But if you want to bet against a company in the long term, you'd be rather foolish to bet against Apple unless you've created a short term manipulation you can exploit.

post #33 of 35
Quote:
Originally Posted by Mike Eggleston View Post


Ok, I don't think that this has gotten enough credit, nor enough attention. They are bringing iWork out to the browser in a fully complete way. With all of the features we would expect from an application (drag-n-drop, importing of Office formats, etc). To me, there are two main questions that should be answered:

1) Is the iCloud version of iWork going to be free (as to compete with Google Docs)?

2) Will it allow for collaboration?

I think that the answer to #1 should be Yes. The more people who use it, the more people will grow to depend on it. Besides, have you ever used Google Docs? That is basic, and quite honestly, ugly. And I LIKE Google Docs!!

Now, if Apple can pull off both questions in the affirmative, this will be a substantial game changer!

Yes, Apple is pulling a fast one here.  I don't think anyone anticipated a web-based iWork.  However, its pretty smart of them to do.  Now if they can deliver on the content.  Apple needs to get two things right for this to work: (i) markup and review, and (ii) automatic numbering.  If they get those two things right, Apple has a shot at displacing Word

 

However, in order for Apple to make it with iWork, they need to fix iCloud.  Tying it to your apple account and making it difficult and confusing to manage is not like Apple. They need to figure out how to make ownership and sharing of the content simple....like drop box. 

post #34 of 35
Quote:
Originally Posted by Macky the Macky View Post

 

Every Mac I've owned, starting with the Mac 128K, was still working completely when I hauled it into the basement and set up my newest Mac. That's a total of seven desktop Macs in 29 years and counting. I've noticed that the gap between replacements has gotten longer as time has gone on. While not one has died, eventually the OS releases and CPU upgrades make it necessary to upgrade so current application software could be bought.

 

My old late-2006 MBP is a case in point. It can't support the latest OS versions or current applications, but it works so nicely and I've always enjoyed the matte screen... alas! On the plus side, the MBAs are now speed demons compared to what they once were, they are a whole lot less expensive, and if I checked, they may be even as fast as my old MBP by now. 

Yeah, my last computer lasted about 7 years.  It was just getting too old and it could only run Snow Leopard, plus only 3G of RAM isn't enough.  It all depends on what we do with these things and what we're willing to sacrifice.

post #35 of 35

PADFONE!!!!!!   The only people that will buy this stupid thing will keep it in the packaging, never open it, and bring it out in 50 years as a collectable and maybe able to sell it for what they paid for it as a collectible.

This thing is ridiculous.  PADFONE!!!!

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