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From: John Navas on 22 Jul 2010 10:28
Apple Chief Operating Officer Tim Cook said Tuesday that the iPad market
is "very big" and speculated about cannibalization of PCs, while two
market research firms upped their forecasts for tablet shipments in
2010.

During Apple's third-quarter earnings conference call Tuesday, Cook
mused about the continuing strong sales of the iPad and its potential to
eat into PC sales. The iPad "is not following typical early adopter
curve and taking a long time to cross into the mainstream...We are
absolutely selling every unit (iPad) that we can make," Cook said.

Cook continued. "Our guts tell us that this market is very big...if it
turns out that iPad cannibalizes PCs, that's fantastic for us because
there is a lot of PCs to cannibalize," he said.

This outlook varies somewhat with that of Intel, which supplies
processors for the vast majority of PCs sold worldwide and sees tablets
as merely additive. "I think this is an additive category of computing
much like Netbooks were an additive category," Intel Chief Financial
Officer Stacy Smith said last week during Intel's earnings conference
call. Additive implies that there is little if any cannibalization of
PCs.

Cook also explained how the iPad may have a positive effect on Mac
sales. "Historically...iPod created a halo for the Mac and, in fact, as
the iPod volumes took off you (saw) a dramatic change in Mac sales. So,
could that happen on iPhone and iPad? We'll see," he said. "The Mac has
outgrown the market 17 straight quarters. However, the Mac share is
still low, so there is still an enormous opportunity for the Mac to
grow. And certainly the more customers we can introduce to Apple through
iPad, and through iPhone, and through iPod, you would think that there
might be some synergy with the Mac there."

Meanwhile two market researchers on Tuesday revised their forecasts
upward for tablets, of which the lion's share in 2010 is Apple's iPad.
ABI Research said it "has revisited its forecasts, almost tripling the
original estimate to reach about 11 million tablets expected to ship by
the end of 2010...based both on the broader availability of the iPad."

iSuppli, another market research firm, was even more bullish. "Amid
indications that Apple Inc. is ratcheting up its iPad production targets
to meet booming demand, iSuppli Corp. is ratcheting up its shipment
forecast as well. iSuppli now predicts Apple will ship 12.9 million
iPads in 2010, an increase from the previous forecast issued April 2nd
of 7.1 million units."

The only thing crimping iPad shipments is limited production capacity,
iSuppli said. "iSuppli believes that the only limitation on iPad sales
now is production--and not demand," said Rhoda Alexander, director of
monitor research for iSuppli.

MORE: <http://news.cnet.com/8301-13924_3-20011148-64.html>
From: Larry on 22 Jul 2010 14:12
John Navas <spamfilter1(a)navasgroup.com> wrote in
news:calg4616sk5tbh5g83ds1qu5ja83qb9t6s(a)4ax.com:

> Cook
> mused about the continuing strong sales of the iPad and its potential to
> eat into PC sales.

Anyone who would buy a hobbled up stupid iPad instead of a PC or laptop or
the cheapest fully-functional netbook is a complete idiot and gets exactly
what they deserve.....a pay-per-view home box office....WEBTV 2.0

--
iPhone 4 is to cellular technology what the Titanic is to cruise ships.

Larry

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