Jul 15
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The leading investment bank Goldman Sachs (recently tagged as a “great vampire squid wrapped around the face of humanity” by Matt Taibbi of Rolling Stone) loves the iPad. As The Financial Times reports, Goldman categorizes the love rationale into Five Cs (oh, how confidently ingenious!) and expects the stock price to soar (I’d bet they are shorting Apple while they pumping the audience with bull horomes). OK, here are the 5 Cs, sit tight – buckle yourself, this will blow you away:

  1. Consumption – iPad focused squarely on information consumption versus information production
  2. Content – iPad relies on tight integration with content sources
  3. Connected – Multiple options ensure the iPad is connected to the internet
  4. Constant operation – iPad is an “instant on” device with all-day battery life
  5. Commerce – Apple’s ecosystem ensures that users are always “ready to buy”
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Jul 13
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Microsoft User Research is soliciting iPad user opinion and feedback – the info will be harvested via a two-hour, in-depth study that it’s going to carry out at Microsoft’s Redmond Campus over next couple of days. The fact that MSFT is soliciting participants via Facebook (event) is even more puzzling. Go figure…

Microsoft User Research is looking for iPad owners for an upcoming study to get feedback. This study will be two hours long and will take place on the Microsoft Redmond campus with a number of dates and times between Friday, July 16th and Wednesday, July 21st.

In appreciation for your time, each participant will be offered a Microsoft gratuity item.

If you are interested, please respond to the questions below to uccoord@microsoft.com with the subject line “iPad”:

• Name/Age
• Phone Number
• Job Title/Company
• Are you employed full time?
-OR-
• Are you a student?
• Do you own an iPad?

Read more here: TC

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Jul 09
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Yahoo! Mobile Blog has an interesting analysis that may help shed more light on who the typical iPad user is. See images 1 thru 3 below for the diagrams based on data collected during the analysis.

In short, according to Yahoo! – iPad users are predominantly male (2:1 margin) and 35 to 44 YO age group is heavily represented. Overlay that with Chitka’s stats (see Image 4) where California and NY have the largest iPad user base, add to that a bit of ‘average income by state‘ stats (also see Image 5) – and you should be able to draw some educated guesses…

Image 1: Ipad User Gender Distribution (Male vs Female) – incl. comparison to the average Yahoo! user
iPad User Gender Distribution (Male vs Female)

Image 2: iPad User – Yahoo! Properties Visited (Browsing patterns and Content Preferences)

iPad User Content Preference Patterns

Image 3: iPad User Age Stats as Compared to the Average User

iPad User Age Statistics

Image 4: Chitka’s iPad Stats (Retired as of July 2010)

Chitka iPad Visit Stats - User Breakdown By State

Image 5: US Census, Income by State for Family of 4, sorted by Income Size

US Census - Income by State - Family of 4

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Mar 24
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USA Today had a 2-page cover story on the iPad today – here are the highlights:

On Opportunity:
“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.”

On Drawbacks
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.

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Mar 18
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An update on sales estimates: some projections now show online preorders at 200K (also reserves are estimated at 700/per store):

Apple could have 200,000 iPad pre-orders within just a week, according to new estimates. After discounting non-iPad orders, well-regarded unofficial analyst Daniel Tello has determined that Apple has obtained about 180,000 pre-orders for the tablet as of mid-Wednesday. While the rate has slowed to about 10,000 advance requests per day, the figure would be enough to pass the 200,000 mark by Friday.

Read more at Deagol’s AAPL Model’s page…

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Mar 05
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The projections come via Gartner.com (Angela McIntyre, Analyst): “The most likely scenario for iPad sales this year is 4.2 million” – Gartner is underlying high price and limited technical capabilities as factors limiting sales potential. I could not find the source article, here is the link to the analyst’s homepage. TheStreet has some of the content published here.

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Feb 17
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Need a favor – if anyone has a good link with the iPad sales projections/estimates please drop it in the comments section. Gracias…

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Jan 27
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My quick take on the looming war between iPad and Kindle: given the specs and demoed GUI iPad will destroy kindle in every sense. The fact that five biggest book publishers (Hachette, Macmillan, Simon & Schuster, Harper Collins, Penguin Group) are on board with iPad Amazon simply cannot compete provided their current hardware offering remains as it is (or incrementally improved).

Amazon senses the danger and they already increased the royalty cut for the publishers to 70% (70 percent of list price net of delivery cost) [as of 1/20/10].

Amazon states that authors get 7-15% of the list price for paper books and 25% of net for digital books. Needless to say, the 70% royalty looks like a good deal (it’s not as simple as this as Amazon requires that the price is below 10 bucks and that the digital offering includes bells and whistles like txt-to-spch)

70% cut sounds familiar? Yep, Apple pays 70% royalty to iPhone/iPad developers for apps sold via iTunes. Competition and market-forces at work? I don’t see anything else that would be a feasible explanation for Amazon’s gracious increase in publishers’ royalty from 50% to 70%.

Let the thousand flowers bloom…

PS

Check out the Delicious Library (DL) – former DL employees (Mike Matas, Lucas Newman, Tim Omernick) are some of the folks that helped with the iBooks’ overall design/look

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Jan 11
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I just did a quick search on Google News – I did two separate keyword searches: iPad and iSlate. Google is returning ~300 news articles referring to iPad and posted within last 7 days. When searching for iSlate I got ~6100 results (all search parameters were equal for both keywords). It certainly seems that iSlate is winning for now…

iSlate: http://news.google.com/news/search?aq=f&um=1&cf=all&ned=us&hl=en&q=islate
iPad: http://news.google.com/news/search?aq=f&um=1&cf=all&ned=us&hl=en&q=ipad

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Dec 04
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The research gurus at IDC have released their predictions for the upcoming Apple tablet and they call the release a “non-brainer” (they still call the device “IPAD” – no TabletMac name in sight here). OK, we don’t need a think tank to tell us that, the rumors have been swirling the net since last spring and folks are predicting this move ever since Newton hit the street ages ago.
Anyhow, IDC has some interesting comments here (see Frank Gens’ Blog at IDC’s site): They predict that the device will be based on the iPhone/iTouch platform rather than on a Mac platform, hence “upsized iTouch” is more applicable than “downsized Macintosh”. The support the notion based on the creative energy that apple has focused on the iPhone/iTouch platform and a growing importance of this segment for the firm as a whole.
The research also predicts an upcoming Microsoft move into the table space (I had a blurb on Microsoft Courier platform a while ago) – given the growth potential (40+ million netbooks to be shipped in 2010 vs 30M this year) this is a non brainer as well. There some other interesting numbers here, for example IDC quotes that one billion of mobile phones will be manufactured in the upcoming year, while close to 20% of those will be smart phones. Do a quick math here, 20% out of 1B is close 200M smartphones – now, let’s assume 30 bucks profit per a device, you get it, it’s a $6B profit pie – very, very nice and tasty profit pie. This will result in the explosion of developer activity, 300K apps for iPhone, up to 75K for Google’s Android, Symbian and Maemo are paralyzed and Windows Mobile is in shambles. 120K 4G phones will be shipped (all numbers are IDCs predictions) – so Mobility is back, strong and kicking butt very strong… The full press release can be found here: http://www.idc.com/getdoc.jsp?containerId=prUS22101209

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