I wanted to wait a few days as the feverish articles, comments, Twitter exchanges and all the general hype over the Apple (AAPL) tablet had calmed a bit from the screaming pitch.
So, what do we have here? The iPad... is it the revolutionary product I have actually staked both my reputation and a significant fiscal exposure on?
But I want to focus on the evolutionary stages that the iPad is sure to go through, just as in three - yes, only three - short years we have all seen how far the iPhone has come. Apple haters can argue with me until they are blue in the face... I just hand them the quarterly reports and buy them a beer.
Let's go back in time...to the introduction of the iPhone:
Remember... there was no MMS capability when the iPhone was launched. I text images and receive multimedia MMSes every day on my 3GS.
Remember... no 3G on initial launch. Oh, the outcry (me included!). Yikes... edge.
Remember... there was no GPS in the initial iPhone... a huge piece of the developing geo-marketing solutions. GPS is a huge factor in both application development and monetization.
Remember... Steve Ballmer (MSFT) laughing that "the iPhone is the most expensive phone in the world." (Journey is appropriate here... "Wonder who's crying now...")
Remember... iPhone 1G had no cut and paste capability, a real source of consternation for all users, including myself.
Remember... gaming wasn't even a thought on initial launch. How do you think the potential of the iPad looks to a giant and one of the fastest growing demographics in the world, gamers?
I can go on and on... my point? Give the iPad a year... then two years... and then Steve Ballmer will be crying again, only this time, the tears will be much larger. Apple is on to something here, folks... but these knee-jerk, initial reactions to a first-generation product that hasn't yet even launched officially to the public are silly and ignorant.
Wait until the application developers start their work... wait until the innovation truly gets traction... wait until applications and executions we haven't even thought of yet revolutionize the iPad.
Let's go back in time and look at a few of the reviews about the iPhone when it was launched:
Disclosure: Long AAPL