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Aside from the appearance of Steve Jobs (still on medical leave), few surprises so far in...

Aside from the appearance of Steve Jobs (still on medical leave), few surprises so far in Apple's (AAPL +1%) event: The iPad 2 is coming March 11, thinner, lighter and with front and back cameras, and available on AT&T (T) and Verizon Wireless (VZ, VOD) from the start. The tablet generated $9.5B in revenue last year.
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Comments (4)
  • kmi
    , contributor
    Comments (4030) | Send Message
    In order to "lap" the competition a you so say, it would have to be technologically more advanced than anything else on the market.


    The truth is its dual core chip, front and rear cameras, and related technological "advances" are or will be available on any of the competition's devices. So tech wise? Meh.


    The real news isn't at the Apple event, it's the fact that Apple's competition still hasn't made a product with an aesthetic and design language as compelling, although others have come close. But that would keep the product firmly in the consumer fold were it not for...


    The real, real, news is that Apple iPads have been popping up in enterprise, backoffice, and industry roles in a way no device before it has. It's only real competition in that space (RIMM) hasn't yet started delivering its product even while it has been creating an enterprise and backoffice ecosystem around it.


    I doubt anyone is surprised about iPad2 or anywhere near as enamored of it as folks were of iPad1 but I'll agree with the editor hardly anything surprising here. (i like the cover design)
    2 Mar 2011, 01:58 PM Reply Like
  • zubikov
    , contributor
    Comments (99) | Send Message
    "In order to 'lap' the competition a you so say, it would have to be technologically more advanced than anything else on the market."


    Not to argue, but Jobs explicitly said at the end of the conference something to the tune of


    "our competitors are focused on marketing tech specs, processor speeds, and benchmarks, while having software and hardware developed by different companies. We feel with every bone in our body that this is the wrong approach...".


    He is right, because just like financial ratios, a few tech specs taken in their absolute terms should mean absolutely nothing to the users. It's about the overall experience. In fact, it makes me cringe every time I hear Verizon commercials marketing the crap out of tech specs. Not because I like Apple (I don't have an iPad), but because VZ prays tech ignorance of a certain demographic.


    Let's take Motorola's boasting about Xoom's superior processor as an example, with clock speeds faster than the old iPad. How much power does that processor use? Is it a SoC? What kind of OS is behind the chip? Does the OS efficiently utilize multiple cores? Does the API for developers enable efficient use of multiple cores? How big is the bus? What other components are using the memory, and how fast is the memory?.....etc. There are hundreds of questions that need to be answered in tandem to truly claim superiority. And understanding this reasoning, Apple is staying far, far away from talking about tech specs.
    2 Mar 2011, 04:09 PM Reply Like
  • kmi
    , contributor
    Comments (4030) | Send Message
    Well if we are going to nitpick and get into this further, I am willing...


    I've been using tablets for far longer than the iPad has existed, so let's not pretend Apple created the market. My current tablet does more than the iPad with better portability (viliv x70 running WindowsXP) but isn't nearly as pretty. However I won't lug a larger iPad because it won't run the software or hardware I need (a specific implementation of Java, some flash, and USB devices) while on-the-go, and no there is not an app for that.


    The Intel processor in my mini tab certainly uses a lot more power than the iPad but I carry several replacements. It's also got a very pretty leather case, a SSD, and 5 seconds wake from sleep, while it can also take phone calls.


    Apples and Oranges but the Apple doesn't make fruit punch, but my orange does.


    Also, the Xoom is a bad example because of hardware/software dichotomy and it's idiotic pricing, but the HP WebOS product, and the RIMM Playbook product are fairer comparisons, neither of which will ship before iPad2.


    All that said, I have no doubt the iPad2 will likely generate strong revenues - but much like the Verizon iPhone I doubt it will be the kind of revenues a lot of the faithful believe in.


    Don't get me wrong - my tech ignorant wife and mother love Apple devices, and the tech ignorant are a huge market. But like I said above, the big news wasn't on stage, with the incrementally improved iPad2, but behind the scenes where Apple is inflitrating cars, planes, finance, hospitals, and other enterprise industries in a way never before seen.


    I still won't carry one as my productivity device though, sorry! I'm waiting for a Playbook.
    2 Mar 2011, 07:30 PM Reply Like
  • Topper Harley
    , contributor
    Comments (60) | Send Message
    In a little under one year, Apple has defined a new market, and then introduced their second version of the product that did so, while most of their competitors are still scrambling to bring their first attempts to this market, with dubious success thus far.


    Field. Lapped.
    22 Mar 2011, 02:38 AM Reply Like
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