“If there ever was a space to do some land-grabbing in, this is it,” says Lahman, Gogii’s CEO.
On Sales Projections
The iPhone spawned a $1 billion-a-year industry for app developers, says analyst Gene Munster of Piper Jaffray. He predicts first-year sales of 2.7 million iPads, compared with 4 million iPhones in the first year. The iPhone has grown to become a third of Apple’s business, says Munster. The iPad has the potential to represent 10% to 15% of Apple’s annual revenue by 2012, he says.
On Development Induced by Anxiety
“I’d rather be in early than sit back and wait and let my competitors get early traction,” says Ken Willner, CEO of Zumobi, a Seattle-based developer of ad-supported apps for big media brands including MSNBC and Today. “It’s a larger device, so it’s better for advertising.”
On Living Room Takeover
“This is the iPhone moving into the living room,” says Bart Decrem, CEO of Tapulous. Its Tap Tap Revenge is one of the iPhone’s most popular games, with 25 million downloads. “In the short term, it’s an extension of the iPhone. In the long term, it’s a brand-new platform that will move eyeballs off gaming consoles and laptops.”
Like the iPhone, the iPad doesn’t support Adobe’s Flash software, which is used to watch most online video. That mean videos at popular sites such as Hulu and ComedyCentral.com can’t be viewed, and neither can videos at thousands of other websites that rely on Flash.
Additionally, the iPad doesn’t have slots for common computer add-ons, such as, say, a USB flash drive or external hard drive. If you want to import your own video clips, for instance, you’re out of luck, unless you first put them in Apple’s iTunes software and transfer them from the computer, or figure a way to move them via the Web.
No Flash, no available slots, too big to fit into a pocket: Those are huge drawbacks, Enderle says.
And a bit of self-promotion…
USA TODAY will have an iPad app available on April 3. It will be free for the first 90 days, sponsored by Courtyard by Marriott. After that, USA TODAY will announce subscription pricing.