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ughhhh
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re: New iPad may shave Apple’s tablet margins
ughhhh   3/10/2012 4:50:34 PM
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These BOM cost appear on the high side. If you check http://www.dramexchange.com/ for SDRAM and NAND pricing; 4+13$ vs 8.5+16$ mentioned here. Also the camera is way too high. I don't know on what volumes these prices are based but certainly not on Apple's.

sharps_eng
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re: New iPad may shave Apple’s tablet margins
sharps_eng   3/10/2012 2:32:53 PM
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Having got a Macbook and iPhone purely for iApp development, I find I now don't choose my PC laptops/desktops for anything except engineering CAD and ECAD. I think it is due to the pure open-and-shut convenience of the Macbook. Back on topic, though: has anyone verified these BOM cost estimates against the real data for past products? I appreciate the current costings are commercial secrets but, like with the credit ratings agencies (!!), we should check how TechInsights estimates stacked up in the past.

t.alex
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re: New iPad may shave Apple’s tablet margins
t.alex   3/10/2012 4:51:24 AM
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I think with iCloud it should be convenient. Everything automatically syncs.

mickinuk
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re: New iPad may shave Apple’s tablet margins
mickinuk   3/10/2012 2:37:07 AM
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iTunes can wirelessly connect to the iPad/iPhone so that removes the need to plug in if you have WiFi. The apps can be moved around on the iPad, just press and hold an app and they all start to jiggle, then drag it to where you want it or onto another app to create a folder. Press the home button to exit the jiggle mode. I use Goodreader to have copies of documents available, especially PDF data sheets and customer proposals. I use dropbox too so I can shares files with my computers. I have a RAID server that has an app for accessing the files remotely. Pages does a good job off loading and editing Word files. I do use the iPad for a lot more than I ever thought I would. If I am heading to Starbucks to work on a specific document I do take my Macbook air (great machine).

old account Frank Eory
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re: New iPad may shave Apple’s tablet margins
old account Frank Eory   3/9/2012 10:00:19 PM
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I fully agree that the iPad is not a suitable replacement for a PC or laptop. If I had to get rid of one or the other, the iPad would have to go...but I would really miss it. On the other hand, your comment about constantly having to connect your iPad to your computer surprises me. I can't even remember the last time I plugged my iPad2 into my PC.

BLinder
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re: New iPad may shave Apple’s tablet margins
BLinder   3/9/2012 9:48:46 PM
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PBS show: Mind over Money, IPad is a great example of something one does not necessarily need, but the perceived have to have becomes part of everyone’s reality. Then we create articles about Apples gross margins, something is missing in our personal equation to find this interesting.

goafrit
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re: New iPad may shave Apple’s tablet margins
goafrit   3/9/2012 9:14:20 PM
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True but the volume will make up for it. If they do not discount it with the announcement of the new ipad, they will throw them in the landfill.

ScottenJ
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re: New iPad may shave Apple’s tablet margins
ScottenJ   3/9/2012 5:20:22 PM
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I don’t understand how people think an iPad is a computer replacement. I have to constantly connect my iPad to my computer to move things on and off the iPad with iTunes and even configuring which aps are on different screens requires a computer. The lack of a user accessible file system really limits what you can do from the iPad. The office kind of aps for iPads are very limited in terms of the complexity of things like spreadsheets that they can deal with. If you could completely configure the iPad from on the iPad, store greater tahn 250Gb of data and had a native file system maybe it would approach stand-alone usability but it is nowhere near there yet. And don’t even get me started on iOS5 and what a disaster it is for those of us who have iPad 1s.

t.alex
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re: New iPad may shave Apple’s tablet margins
t.alex   3/9/2012 3:39:25 PM
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As usual the new product will kill off the old products instead of making stark differences from the old ones.

KB3001
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re: New iPad may shave Apple’s tablet margins
KB3001   3/9/2012 9:41:10 AM
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Probably not there yet but it is going that way.

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