Thundering Herd Update

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    Posted: 28 August 2011 10:08 PM #91

    It’s new, it’s different…......well, it’s 8.9 inches and LTE,,

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    Galaxy S II LTE and Galaxy Tab 8.9 LTE announced, set to debut at IFA
    By Terrence O’Brien posted Aug 28th 2011 12:32PM

    Well, if you thought Samsung was done tweaking the Galaxy S II, you were very mistaken. The Korean company is getting ready to unveil the Galaxy S II LTE at IFA in Berlin this week, alongside an LTE version of its still elusive Galaxy Tab 8.9—and we’ll be there to get some hands on time. Both devices are sporting an updated dual-core processor running at 1.5GHz, while the S II is also getting a size bump and moving up to a 4.5-inch screen. The Tab remains otherwise unchanged, rocking the same 1200 x 800 screen and super-svelte (8.6mm thick) design. Honestly, we’re not sure what else you need to know—4G LTE and an over-the-top processor? OK, maybe price and availability would be nice, but you’ll just have to make do with some PR for now. Check it out after the break.


    http://www.engadget.com/2011/08/28/galaxy-s-ii-lte-and-galaxy-tab-8-9-lte-announced-set-to-debut-a/

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    Posted: 28 August 2011 10:22 PM #92

    Random thoughts:

    —“It’s more GHz” only works in comparison to other Android phones.

    —Did Samsung pay much attention to the Dell Streak?

    —LTE is obviously nice.

    —It’s also incredibly nice that Samsung, considered one of Apple’s strongest competitors, is only introducing dual-core smartphones in the US in force as of this month or next month.  Gives Apple precious time to finish up iOS 5 and iCloud.

    —What on Earth is Samsung thinking, having both 8.9 and 10.1 Tabs on the market.

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    Posted: 01 September 2011 06:42 PM #93

    And so the price drop war continues!  Is RIM ever in trouble.  I’m giving serious consideration to a stupid somewhat bigger side bet (puts, of course!) right before RIM’s September 15 earnings release and CC.  Weeklies or something safer, we’ll see if I place that bet in the first place.  But I just can’t see RIM making _any_ progress this quarter.

    The other side of the coin is how iPad sales do, to see if the competition’s pricing is even a blip on the radar.  Anything in the high 11 millions or better in iPad sales this quarter would be a great sign.

    EDIT:  BTW, you guys should check out the new prices.  Gaze in amazement at the 16GB PlayBook’s stunning new price (or not).  And wonder what the heck Best Buy was thinking when they sale-priced the 32GB and 64GB PlayBooks exactly the same.  Which one to choose?  Neither?

    [ Edited: 01 September 2011 07:54 PM by Mav ]

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
  • Posted: 12 September 2011 11:30 PM #94

    Philly?s Android tablet newspaper: ?Arnova 10 G2? starts at $285

    The Philadelphia newspaper Android tablet is launching at $285 including a 1-year digital subscription: $129 upfront, plus $13 per month for the papers. (There?s also a 2-year package available for $99 upfront, plus $10 per month, a total price of $339.)

    That is, indeed, significantly cheaper than an iPad. But the unfamiliar ?Arnova 10 G2? tablet runs the old Android software intended for phones, not tablets. And it includes only 4 GB of storage space. In other words, you?re probably not going to use it for much more than reading the paper, and maybe some web browsing. (I have no idea how smoothly it runs.)

    The Philadelphia Media Network ? owner of the Inquirer and Daily News ? is starting small, with an initial run of 5,000 devices. Let?s see how well it does ? and what the usage habits look like. My sense is that the people who care enough to use a tablet to read the paper would appreciate the iPad experience much more than an Arnova, even despite the reduced price. Still, worth a shot.

    Morons.

         
  • Posted: 13 September 2011 12:32 AM #95

    adamthompson3232 - 13 September 2011 02:41 AM

    (S)omeONE will buy it.

    A lot of people will try it at first and be very unsatisfied with it. A very limited device at a very high price. A small market over all (Philadelphians who still read the inquirer who want to read it on a dedicated tablet instead of on paper). It will die on the vine. It’s a desperate attempt by the Philadelphia Inquirer to remain relevant.

         
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    Posted: 16 September 2011 05:14 PM #96

    Mossberg had a more favorable review, but the gist of it was still that only Anything-But-Apple people would consider buying it.

    Sony’s Tablet S Could Be Next iPad Killer To Self Destruct

    Like previous offerings from Motorola, Samsung, Toshiba, and others, Sony?s Tablet S is based on Google?s Android operating system. ?We were not impressed,? Moscowitz wrote.

    http://www.forbes.com/sites/briancaulfield/2011/09/16/sony-next-tablet-to-self-destruct-no-need-to-rush-ipad-3/?partner=yahootix

    The article goes on to yet more speculation about future iPad “challengers”, but the tone is skeptical that any of them will amount to much.

    The only challenge Moscowitz sees on the horizon comes from online retailer Amazon. ?We think Amazon and its potential late-2011 tablet launch could be the number two, given that company?s access to content, its brand, and customer base,? Moscowitz writes.

    Or not. Until we see how Amazon fares, we think the next potential threat to Apple?s tablet dominance is not until late 2012 when Windows 8-based tablets could hit the market,? he notes.

         
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    Posted: 16 September 2011 05:29 PM #97

    gazelle.com is a site that buys & sells used electronic goods. I decided to check on what various tablets would fetch in the used market. Prices valid 9/16/11 ~1:30 pm

    iPad 2 16GB WiFi $256
    Motorola XOOM 32GB 3G WiFi Tablet Verizon $75
    Samsung Galaxy Tab 10.1 16GB Wi-Fi $60
    RIM PlayBook Tablet 16GB $29
    HP TouchPad Wi-Fi 16GB $26

         
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    Posted: 16 September 2011 08:09 PM #98

    Drew Bear - 16 September 2011 08:29 PM

    gazelle.com is a site that buys & sells used electronic goods. I decided to check on what various tablets would fetch in the used market. Prices valid 9/16/11 ~1:30 pm

    iPad 2 16GB WiFi $256
    Motorola XOOM 32GB 3G WiFi Tablet Verizon $75
    Samsung Galaxy Tab 10.1 16GB Wi-Fi $60
    RIM PlayBook Tablet 16GB $29
    HP TouchPad Wi-Fi 16GB $26

    Wow.  Could this be a leading indicator, going forward?  They HAVE to know what the demand is out there for these products, in order to price out those quotes.  That’s how they make money. 

    Isn’t that Xoom the top-of-the-line model too?

         
  • Posted: 16 September 2011 10:38 PM #99

    Drew Bear - 16 September 2011 08:29 PM

    gazelle.com is a site that buys & sells used electronic goods. I decided to check on what various tablets would fetch in the used market. Prices valid 9/16/11 ~1:30 pm

    iPad 2 16GB WiFi $256
    Motorola XOOM 32GB 3G WiFi Tablet Verizon $75
    Samsung Galaxy Tab 10.1 16GB Wi-Fi $60
    RIM PlayBook Tablet 16GB $29
    HP TouchPad Wi-Fi 16GB $26

    Great research and post. That is a very good way to judge the relative value of competing tablets.

         
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    Posted: 17 September 2011 01:13 AM #100

    Another Nook Color competitor. Decent specs.

    The Archos G9 line will come in both 8-inch and 10-inch screen variations, with the base model priced at $299.

    The 8-inch 1024x768 resolution G9 tablet is named the Archos 80, and the base version will come with 8GB of flash storage with a 1GHz Cortex A9 dual-core processor…is 0.46 inches thick and 17 ounces…

    http://arstechnica.com/gadgets/news/2011/09/archos-launching-8-inch-android-32-tablet-for-299.ars

         
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    Posted: 21 September 2011 03:44 AM #101

    Another shoe drops, Quanta firing about half of the people involved directly with Playbook production in Taiwan.  RIMM hasn’t officially announced anything yet, but the fact is, Playbook is dead.  I’d be surprised if we get to January without an EOL announcement from RIMM.

    http://www.appleinsider.com/articles/11/09/21/rims_playbook_manufacturer_cutting_production_lines_as_sales_slump.html

    After sales of Research in Motion’s PlayBook tablet slumped last quarter, Quanta Computer has laid off about 1,000 workers working on production lines setup specifically the device, according to a new report.

    Industry sources told DigiTimes that the manufacturer is cutting back production lines for the PlayBook at a factory in Taiwan, offering preferential compensation to the roughly 1,000 workers who have been let go. Quanta confirmed the layoffs, but declined to provide further details.

    Sources noted that RIM had requested the lines be located in Taiwan in order to avoid the appearance of mainland Chinese knockoffs. Quanta had set started out with three shifts and more than 2,000 staff.

    “Quanta set up production lines at the factory in northern Taiwan specifically for PlayBook and began production in three shifts with a workforce of more than 2,000 staff,” the report noted sources as saying.

    Insiders suggested that Quanta had decided to cut its losses, despite the fact that RIM has yet to indicate that it plans to withdraw from the tablet market. The tipsters described RIM’s tablet orders as “drastically shrinking.”

    An earlier report from the publication in April had suggested that RIM was “internally optimistic” about the PlayBook and was looking to product 800,000 units each month in the second half of the year. But, the Canadian smartphone maker revealed last week that it had shipped just 200,000 PlayBooks in the most recent quarter, down from 500,000 in the first quarter of fiscal 2012. Analysts had expected shipments of between 400,000 and 600,000 tablets.

         
  • Posted: 21 September 2011 12:54 PM #102

    RIM is like the famous, and perhaps mythical, rogue elephant who has a bullet in its brain but charges on because it doesn’t know that it’s dead yet.

    RIM is selling more and more phones in third world countries. RIM is still profitable. But RIM has no future. Their phones were archaic to begin with and now they have little to no chance of entering the tablet space. They can’t keep up with their current phones and they have no future phones in place.

    The rogue elephant stampedes on, but its fate is already sealed.

         
  • Posted: 21 September 2011 01:12 PM #103

    Drew Bear - 17 September 2011 04:13 AM

    Another Nook Color competitor. Decent specs.

    I don’t think specs are the basis for consumer buying decisions.  Content (apps), ease of use and brand have to be high (maybe higher) on the decision list, and that’s where the competition fails.

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    Posted: 21 September 2011 02:10 PM #104

    Gregg Thurman - 21 September 2011 04:12 PM

    I don’t think specs are the basis for consumer buying decisions.  Content (apps), ease of use and brand have to be high (maybe higher) on the decision list, and that’s where the competition fails.

    I agree. That’s the common thread connecting each member of the thundering herd. The problem is that “content & ease of use” are controlled mostly by what Google does with Android and its ecosystem. All the hardware partners can only work with what Google gives them.

    Pundits are eagerly anticipating the Amazon tablet because the content portion of the equation will at least be partially solved. Amazon can’t do much about the lack of quality apps, but all the other content pieces should fall into place. Ease of use is still a big question mark and we’ll have to wait for the product to see how well they succeed.

         
  • Posted: 21 September 2011 02:32 PM #105

    I don?t think specs are the basis for consumer buying decisions.  Content (apps), ease of use and brand have to be high (maybe higher) on the decision list, and that?s where the competition fails.

    On another site, I just responded to someone who said that “anyone who doesn’t care about specs is an idiot”. You’re never going to win those people over. They think that everyone is like them.

    I pointed out that people don’t care about specs in their cars, their microwaves, their toasters, their refrigerators, their televisions or most anything. People want performance and benefits, not specs and features.

    Techies don’t understand this. Most of Apple’s competitors don’t understand this. They teach this in every sales course I’ve ever attended: people buy benefits, not features. But few companies seem to put this well known fact into practice.

    [ Edited: 21 September 2011 06:53 PM by FalKirk ]