Report: Apple's iPad to copy iPhone in eating up lion's share of profits

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Comments

  • Reply 21 of 44
    daharderdaharder Posts: 1,580member
    Quote:
    Originally Posted by MizuInOz View Post


    Can you supply me with data that proves that people are purchasing netbooks at the volume and rate that the iPad seems to be slip-sliding out of the brick and mortar stores and from the e-tailers worldwide (as far as Apple has released the iPad)?



    Stats please..



    I have yet to find a 7 to 10 day wait, much less 2 weeks for a "real computer/netbook". Maybe it is because there is so much stock available - for some reason.



    Just the facts, please.



    I haven't the desire nor the inclination to provide you with anything as both the omissions as well as the attributes of Apple's iPad have been documented ad nauseum, and given the fact that there is but one manufacturer of Apple iPads as opposed to some 100 netbook manufacturers, it stands to reason that there would always be plenty of them on offer.



    If you want specifics... look them up yourself.
  • Reply 22 of 44
    daharderdaharder Posts: 1,580member
    Quote:
    Originally Posted by SendMe View Post


    That's just a list of specs. iPad does everything better than a netbook.



    - Like video conference = NOT



    - Like provide built-in media card reading = NOT



    - Like muti-tasking = NOT



    - Like store 100s of GBs of media/data/etc = NOT



    - Like host other devices like iPods etc. = NOT



    - Like run any number of millions of applications (as well as widgets/apps) = NOT



    Note: I own/enjoy an iPad 64/WiFi/3g, and there are two others in my household, so save the fanatical rhetoric.
  • Reply 23 of 44
    Quote:
    Originally Posted by DaHarder View Post


    I haven't the desire nor the inclination to provide you with anything as both the omissions as well as the attributes of Apple's iPad have been documented ad nauseum, and given the fact that there is but one manufacturer of Apple iPads as opposed to some 100 netbook manufacturers, it stands to reason that there would always be plenty of them on offer.



    If you want specifics... look them up yourself.



    You make claims and spout generalities but when asked to validate your claims, you do as many cyber-factoiders do - run and hide. Typical from the world of cyber-ville.



    I make no specific claims in my comments, otherwise I would support them.



    But I do find your logic incongruous.



    Apple does not claim to be a replacement for either a "real" computer or notebook. It claims to be a uniquely different device to an MP3 player, mobile phone, computer or netbook. Yet, your argument is based on what the iPad is not. Does that make any logical sense to you?



    If it does, please enlighten me.



    And, for your information, since we are spouting gadget ownership:

    every iPod model ever produced (I am a collector), 3 iMacs in the house, 2 Apple TVs , MacPro with 2 - 30" monitors, 20 TBytes of storage, 3 (yes count them) windows machines that are NOT connected to the net (I use them to drive certain lab equipment), an original iPhone, iPhone 3 and 3GS (iPhone 4 hasn't arrived in Oz yet - to much smoke behind the curtain, I guess. - and the list actually goes on. Mmmm oh yeah, 2 iPads - 64 WiFi and 64 WiFi/3G



    I am not a fanboy, I believe in using tools that do the best job for me. Don't really care what other people think or use. That is their choice.



    (I could care less if you own 50 iPads, your logic is still flawed) .
  • Reply 24 of 44
    antkm1antkm1 Posts: 1,441member
    Quote:
    Originally Posted by DaHarder View Post


    - Note: I own/enjoy an iPad 64/WiFi/3g, and there are two others in my household...



    Quote:
    Originally Posted by MizuInOz View Post


    And, for your information, since we are spouting gadget ownership:

    every iPod model ever produced (I am a collector), 3 iMacs in the house, 2 Apple TVs , MacPro with 2 - 30" monitors, 20 TBytes of storage, 3 (yes count them) windows machines that are NOT connected to the net (I use them to drive certain lab equipment), an original iPhone, iPhone 3 and 3GS (iPhone 4 hasn't arrived in Oz yet - to much smoke behind the curtain, I guess. - and the list actually goes on. Mmmm oh yeah, 2 iPads - 64 WiFi and 64 WiFi/3G



    I am not a fanboy, I believe in using tools that do the best job for me. Don't really care what other people think or use. That is their choice.



    maybe the two of you should get rulers out and compare those measurements too!

    Seriously, can we have a vacation from writing the spec's of our penises, I mean, computers and hardware. Nobody cares how much stuff you own. and to call it out by name and specification is just plain smug!
  • Reply 25 of 44
    mdriftmeyermdriftmeyer Posts: 7,503member
    You told me that you like her

    But she doesn't wanna know

    You tried so much to take her

    But there's no way to go

    I know that kind of feeling

    Knocking on someone's door

    I know the endless crying

    When you don't know what you're living for



    Write a letter (what's the matter)

    You'll feel better (write a letter)

    You'll feel better when it's done



    There is one way to show

    What you feel for the girl

    Write her a lovely letter

    Tell her what you're looking for



    Don't think it's old fashion

    To take one's heart (when it's true)

    You gotta take it as a man

    When you can't win her in this game



    Write a letter (what's the matter)

    You'll feel better (write a letter)

    You'll feel better when it's done



    There are losers and winners

    Just like you and me

    Losers and winners - just like you and me



    You should give me the letter

    I'll use it for my own (ha ha)

    Maybe she wants to take me

    Before she stays alone



    Could be my destination

    To pick up broken heart

    Why don't you take it easy

    And screw the girl who's next to you



    Write a letter (what's the matter)

    You'll feel better (write a letter)

    You'll feel better when it's done



    There are losers and winners

    Just like you and me

    Losers and winners

    Just like you and me



    Losers and winners
  • Reply 26 of 44
    curmudgeoncurmudgeon Posts: 483member
    Quote:
    Originally Posted by addicted44 View Post


    The irony is that with all the effort and money Google is putting into Android, no one is making money off it.



    The only people who are making money off Android are:



    1) A few developers

    2) HTC

    3) Microsoft (HTC pays them to use Android to avoid patent issues)



    Google will probably end up losing more money since Android users were probably going to buy phones which used Google search otherwise anyways (Blackberry, iPhone) and they have encouraged Apple, which sells the most popular mobile smartphone in the world, to start looking outside the Google world. Hence the addition of Bing as an option (won't be too long before Bing or Yahoo becomes the default) and purchase of multiple Map vendors, etc.



    Apple, on the other hand, has created a vibrant ecosystem where a lot of developers, and accessory makers are being able to make a good sustainable living.



    Finally, I find developers' stances on Android Marketplace vs. the App Store quite interesting. They keep hating on the App Store, while ignoring the fact that its Apple's tight control (although, admittedly, inconsistent, something they need to fix) that allows them to be compensated for their efforts. On Android, OTOH, its very easy for someone to rip off their ideasand createa copycat app. While this also happens on the App Store, its not as prevalent. Worse, however, is the ease and frequency with which Android users pirate apps. The only way you can do this on the iPhone is through jailbreaking, which form a very minor proportion of users.





    I suspect the carriers make a healthy profit as well.
  • Reply 27 of 44
    curmudgeoncurmudgeon Posts: 483member
    Quote:
    Originally Posted by DaHarder View Post


    Nonsense... The iPhone and the iPod Touch's price dropped precipitously (for the same capacities) after the first generation, as will the iPad.



    In the 'real world' US 500.00 for a device of such paltry capacity (16gb), and that can't really function as an autonomous computing device (as all netbooks and bargain notebooks can) is a highly questionable investment.



    For the iPhone at least, any price drops were probably due strictly to carrier subisidizing. We as consumers may pay less for the current iPhone than the first generation, but that doesn't mean Apple gets paid any less.
  • Reply 28 of 44
    curmudgeoncurmudgeon Posts: 483member
    Quote:
    Originally Posted by SendMe View Post


    That's just a list of specs. iPad does everything better than a netbook.



    No, it doesn't. For starters, even with the smaller keyboard on netbooks, typing is going to be much easier than on the iPad's virtual keyboard. This is somewhat mitigated by wireless keyboards, etc., but adding one makes it much less portable. Now your'e carring two devices.



    And let's not get into Adobe's Flash support. If Flash is important to you, netbooks can display it. The iPad can't/won't.



    That said, I own an iPad, not a netbook.
  • Reply 29 of 44
    MacProMacPro Posts: 19,718member
    Quote:
    Originally Posted by SendMe View Post


    And yet they claim that the iPhone has Doomed Apple!



    That's most likely why the concerted effort to have the general populous believe iPhone 4 is a failure. Every person with a vested interest in another make is blogging about the reception issues even if they never touched an iPhone. They are in desperation mode and these numbers show why.
  • Reply 30 of 44
    curmudgeoncurmudgeon Posts: 483member
    Quote:
    Originally Posted by MizuInOz View Post


    You make claims and spout generalities but when asked to validate your claims, you do as many cyber-factoiders do - run and hide. Typical from the world of cyber-ville.



    I make no specific claims in my comments, otherwise I would support them.



    But I do find your logic incongruous.



    Apple does not claim to be a replacement for either a "real" computer or notebook. It claims to be a uniquely different device to an MP3 player, mobile phone, computer or netbook. Yet, your argument is based on what the iPad is not. Does that make any logical sense to you?



    If it does, please enlighten me.



    And, for your information, since we are spouting gadget ownership:

    every iPod model ever produced (I am a collector), 3 iMacs in the house, 2 Apple TVs , MacPro with 2 - 30" monitors, 20 TBytes of storage, 3 (yes count them) windows machines that are NOT connected to the net (I use them to drive certain lab equipment), an original iPhone, iPhone 3 and 3GS (iPhone 4 hasn't arrived in Oz yet - to much smoke behind the curtain, I guess. - and the list actually goes on. Mmmm oh yeah, 2 iPads - 64 WiFi and 64 WiFi/3G



    I am not a fanboy, I believe in using tools that do the best job for me. Don't really care what other people think or use. That is their choice.



    (I could care less if you own 50 iPads, your logic is still flawed) .





    I think what's important is not how Apple positions their product - iPad being a completely different device than any other, but how we as users perceive their products. To many, yes, the iPad competes directly with netbooks, etc.
  • Reply 31 of 44
    iphone 4 problem still not solved: http://www.youtube.com/watch?v=JK37dysPPzU
  • Reply 32 of 44
    mcarlingmcarling Posts: 1,106member
    Quote:
    Originally Posted by freddych View Post


    I own an iPad and it is the most awesome thing that I own right now. Unfortunately for AAPL though, the Tablet market won't be close to the smartphone market in the near future if ever. While it's a nice revenue driver for the product, the long-term impact on bottom line for Apple won't be much.



    That's a non sequitor. Apple have about 3% of the phone market and about 100% of the tablet market. At current price points, Apple can sell about 1M Macs per month and about 2M iPads. I'm guessing that in the current fiscal quarter, the iPad will generate more than 10% of Apple's profits.



    Quote:
    Originally Posted by DaHarder View Post


    Maybe after the iPad drops to a price point more palatable to the masses... say >US 300.00 to start.



    Hmmm. Apple can sell 2M iPads per month at $500 and make a profit of about $125 each. Alternatively, Apple can sell perhaps 3M per month at $300 and make a loss of about $75 each.
  • Reply 33 of 44
    timgriff84timgriff84 Posts: 912member
    There's one massive flaw with the losers sections of this article in that it suggests you will buy an iPad over a netbook. A lot of people buy netbooks because there cheap and that's all they can afford. To get the iPad they still need to buy the Netbook as well, as an iPad on it's owns useless. You still need a computer to go with it to put anything on it! If anything it will boost Netbooks as once you've spent £400 on an iPad your not going to spend another £1000 on a Mab Book, just go for the £200 Netbook.



    I would love an iPad but it does come down to that issue that as much as I want it to be a computer it's still not a computer. It's a restricted device that I will still need to attach to a computer.
  • Reply 34 of 44
    carniphagecarniphage Posts: 1,984member
    The profit on a HP netbook is about $15 per unit.

    The profit on an iPad is about $200 per unit.



    In terms of earnings, consumers have to buy more than ten netbooks to match a single iPad purchase.



    C.
  • Reply 35 of 44
    4phun4phun Posts: 51member
    An iPad with the right applications does not need a computer for anything other than making backups with iTunes.

    You do back up your digital devices, don't you?



    Apps can download data directly from the Internet and sync the results back if needed. If you read the news, you will see that Apple is readying two more smaller iPads which will obviously be cheaper too. I think they will drop these as soon as a few iPad wannabes are released by Microsoft or Android vendors. That should kill these competitors before they even have a chance to recoup their investment.



    The premise of the main article I think is exceptionally accurate. I would not bet against Apple at this time.
  • Reply 36 of 44
    maxmannmaxmann Posts: 85member
    you are so right on here.. great analysis..!
  • Reply 37 of 44
    bartfatbartfat Posts: 434member
    Quote:
    Originally Posted by Carniphage View Post


    The profit on a HP netbook is about $15 per unit.

    The profit on an iPad is about $200 per unit.



    And you pulled these numbers from where? That's what I thought, your ass. I could just as easily say the iPad has a $100 or $150 profit margin, vs. HP's is $50. But that would be too logical for Apple to only have a reasonable 2x or 3x the profit of HP.
  • Reply 38 of 44
    dr millmossdr millmoss Posts: 5,403member
    Quote:
    Originally Posted by timgriff84 View Post


    There's one massive flaw with the losers sections of this article in that it suggests you will buy an iPad over a netbook. A lot of people buy netbooks because there cheap and that's all they can afford. To get the iPad they still need to buy the Netbook as well, as an iPad on it's owns useless. You still need a computer to go with it to put anything on it! If anything it will boost Netbooks as once you've spent £400 on an iPad your not going to spend another £1000 on a Mab Book, just go for the £200 Netbook.



    I would love an iPad but it does come down to that issue that as much as I want it to be a computer it's still not a computer. It's a restricted device that I will still need to attach to a computer.



    Not so. I rarely connect my iPad to my Mac. Once a week, at most, and I use it every day.
  • Reply 39 of 44
    hirohiro Posts: 2,663member
    Quote:
    Originally Posted by DaHarder View Post


    - Like video conference = NOT



    - Like provide built-in media card reading = NOT



    - Like muti-tasking = NOT



    - Like store 100s of GBs of media/data/etc = NOT



    - Like host other devices like iPods etc. = NOT



    - Like run any number of millions of applications (as well as widgets/apps) = NOT



    Note: I own/enjoy an iPad 64/WiFi/3g, and there are two others in my household, so save the fanatical rhetoric.



    Yes, netbooks do those things. And for the most part does them poorly or slowly. Netbook sales have fallen off a cliff this year, that is a multiply reported fact in business news. Why if it's so good a platform?



    My unscientific guess is that those very cheap netbooks were exactly that. Cheap. In the fully pejorative sense of the word. Friends and family got tired of them because they ended up being wastes of money for the vast majority of consumers. I have tried them and found the form factor useless for anything resembling work, the rest my phone can do. I haven't bought an iPad yet, but most of my reservations should be addressed when iOS 4 ships for iPad. Zero chance that there is an OS or any kind of software update that will fix my reservations with netbooks.
  • Reply 40 of 44
    hirohiro Posts: 2,663member
    Quote:
    Originally Posted by bartfat View Post


    And you pulled these numbers from where? That's what I thought, your ass. I could just as easily say the iPad has a $100 or $150 profit margin, vs. HP's is $50. But that would be too logical for Apple to only have a reasonable 2x or 3x the profit of HP.



    The numbers are published by analysts and available on the open internet for anyone with a whit of ability to pick keywords. And while investment analysts absolutely suck at projecting business trends, they hire really good engineers to rip products apart and price the components. You can take it to the bank those estimates are within 10 percent of actual.
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