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Winners, losers from Apple iPad roll out

1/28/2010 07:00 AM EST
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TRSHANER
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re: Winners, losers from Apple iPad roll out
TRSHANER   2/1/2010 5:42:03 PM
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I can't agree with this statement: "As author and New York Times blogger Nick Bilton put it, iPad is "now clearly the best device on the market for those who enjoy reading." Has Nick Bilton even used a Kindle? I don''t think so! The Kindle uses a non-backlit display (e-ink) that relies on ambient lighting exactly the same as a paper book! It is more natural and easier on the eyes! If you've never used an e-reader with this technology, then you have NO business comparing the Kindle to Apple's new iPad with a conventional "laptop like" LCD display panel. That said, if Apple can come up with a reasonably priced "non-backlit" COLOR version of the iPad, then I might have to agree with NY Times blogger Nick Bilton. A number of companies are working on this technology, so it's just a matter of time.......I'm looking into my crystal ball and see an Apple iPad II with this very type of display, just in time for Christmas 2010! These 1st generation iPads will be boat obsolete by January 2011.

research90
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re: Winners, losers from Apple iPad roll out
research90   1/30/2010 7:31:39 PM
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We understand the analysts make the statement from air. But at least try to be consistent. Please explain "Since iPad won't be available until late March, the product hype won't provide a near-term boost to stocks of NAND flash chip makers" but it is beneficial to Quaucomm, Broadcom and other wireless vendors.

sxs537
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re: Winners, losers from Apple iPad roll out
sxs537   1/28/2010 10:09:46 PM
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So many inaccuracies in the analyst statements: 1)The price is not $499 if you want 3G (that is the $14 plans being mentioned). You add another $130 for 3G. 2) Not sure how the analyst estimated the $4.7 M figures for shipment. It seems that the analyst just added up the sales figures for 3 Qrts of apples sales in 2008 (apples fiscal ends in Sept) and projected it. 3)iPad does not offer a lot of features that Netbook users currently have (camera, 1080P HD, office productivity, physical keyboard, multi tasking etc). So I do not see Intel/MS losing yet on this. Apple has just produce a bigger version of the iPod touch.

emerson1
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re: Winners, losers from Apple iPad roll out
emerson1   1/28/2010 5:51:21 PM
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ARM is also a big winner here, iPad is the first commercially viable non-x86 based netbook competitor(mostly because Apple is behind the product and less due to technology).

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