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  • DawnTreader

    Administrator

    Posted: 23 July 2010 03:08 AM #16

    artman1033 - 23 July 2010 01:33 AM

    SARAH is in a dither over the iPad:

    In Tuesday?s earnings call, Apple announced that it has sold 3.27 million iPads in the quarter ending June 26. On June 22, it had announced shipping 3 million iPads?that?s 270,000 units in less than one week.

    She still missed the point. The firm still looks at the iPad as a device, not a content conduit. Content sells. She ought to visit the iTunes stores.

         

  • goubulibaozi

    Posted: 23 July 2010 07:22 AM #17

    ?Apple is ordering more and more displays [for iPad] but it isn?t something we can be able to respond quickly,? Chief Executive Kwon Young-soo told a group of reporters late Thursday. ?I am not sure whether we can be able to meet orders from other companies for similar products, but we will be able to supply the displays without fail?by the second quarter of next year.?


    With to the five year agreement signed in January 2009 and the US$500 million down payment (see below), I would suggest his words indicate that Apple might have priority of LG production units over others trying to order.

    Second quarter of next year = 9 months away

    January 12, 2009 9:35 AM PST
    Apple signs deal with LG for display supply
    by Tom Krazit

    Apple has signed a five-year deal with LG Electronics to secure a supply of LCD displays.

    Reuters reports that LG has received $500 million as a down payment on the deal, which LG disclosed in a filing to the Korea Exchange. The two companies are not exactly strangers; one analyst in South Korea estimated that LG already provides around 70 percent of Apple’s flat-panel displays.

    The deal appears to be somewhat similar to long-term supply deals that Apple has cut with flash-memory companies like Samsung, Micron, and Toshiba. Apple agreed to pay $1.25 billion in 2005 to five flash-memory companies in order to make sure it had enough chips at the right prices as its iPod division grew.


    Another iPad milestone?

    The leading unaffiliated Microsoft watcher/blogger/analyst Mary Jo Foley buys her first Apple product, an iPad. Who would have ever thought it? And she admits to loving it but still tries to show her disinterest in Apple and its other products. If only she would try the other products…she might just be as happy as her expression of the iPad’s performance.

    http://www.zdnet.com/blog/microsoft/i-confess-i-bought-an-ipad-and-so-far-i-love-it/6912

         

  • Hamourabi

    Posted: 23 July 2010 10:21 AM #18

    It seems that iPad would be competitors will for long month have problem getting supplies of displays and chips…

    Apple has already killed the iPad, iPhone ‘killers’...

    http://9to5mac.com/apple_has_already_won

         

  • willrob

    Posted: 23 July 2010 11:03 AM #19

    India unveils prototype of $35 tablet computer

    If the government can find a manufacturer, the Linux operating system-based computer would be the latest in a string of “world’s cheapest” innovations to hit the market out of India, which is home to the 100,000 rupee ($2,127) compact Nano car, the 749 rupees ($16) water purifier and the $2,000 open-heart surgery.

         

  • Hamourabi

    Posted: 23 July 2010 01:32 PM #20

    Good analysis of iPad competitive advantages by Johny Evans


    RIP: Why the iPad ‘killers’ are already dead


    http://blogs.computerworld.com/16587/rip_why_the_ipad_killers_are_dead_already

         

  • sleepygeek

    Moderator

    Posted: 23 July 2010 02:44 PM #21

    Executives for the world’s largest computer manufacturer recently said HP plans to release a Windows 7-based tablet for enterprise customers only. The tablet will be “more customer-specific than broadly deployed” and available this fall, according to a report by Engadget discussing statements by HP executives at the Fortune Brainstorm Tech conference.

    Translation: a Windows based tablet cannot compete with iPad’s price point. HP will get back to customers about a WebOS based tablet in 6-12 months. Mean time, they don’t want their enterprise customers to stop talking to them.

    Apple’s reps have a unique product to get into enterprise, and they also have PC’s and cellphones that work very well alongside iPad. HP is scared.

         

  • DawnTreader

    Administrator

    Posted: 23 July 2010 06:28 PM #22

    sleepygeek - 23 July 2010 05:44 PM

    Executives for the world’s largest computer manufacturer recently said HP plans to release a Windows 7-based tablet for enterprise customers only. The tablet will be “more customer-specific than broadly deployed” and available this fall, according to a report by Engadget discussing statements by HP executives at the Fortune Brainstorm Tech conference.

    Translation: a Windows based tablet cannot compete with iPad’s price point. HP will get back to customers about a WebOS based tablet in 6-12 months. Mean time, they don’t want their enterprise customers to stop talking to them.

    Apple’s reps have a unique product to get into enterprise, and they also have PC’s and cellphones that work very well alongside iPad. HP is scared.

    A Windows 7-based tablet for the consumer market would be archaic from before the moment of release. There’s a reason HP bought Palm.

    Slapping Windows 7 on a tablet is an awful idea especially in the iPad era and obviously HP knows this to be true. We won’t see any serious or efforts at serious competition for the iPad this calendar year.

    As SG points out, Apple offers an impressive line of integrated devices well-suited for the enterprise environment.

         
     

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