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I am hopping to finally pull the trigger on an Ipad come this August. Hopefuly they will have production ramped up by then.
 
Y'all really seem to know your stuff, so I have a question.

I hate flash, but it is completely necessary for some of the videos I watch.

Do you guys know of a way that megavideo and other similar formats can be played through the ipad? If you do it would be greatly appreciated.:D
 
Actually, I'm a consultant, which is almost as bad.

Simple logic though. Why would Apple release a new model when the old model is selling so well and is still so new? They can't even keep up with current demand. Plus the rumour has never really had any substance. No reason to believe it.

Add in the "2011 is the year of iPad 2" statement and the pattern of releasing iDevices on a roughtly 12 month rotation since the iPhone and iPod Touch set said pattern and you've got a pretty massive shovel full of reasons to not expect an iPad 3 this year and really no reason at all to expect one.

Agreed. However, I think there is a VERY strong possibility of 2 units.

An iPad 2 and an iPad 2 Retina Display in the early fall. People would have choice, and both would sell well. The A5 can handle a Retina with 1g, keep the current current with 512m. :apple:
 
I hate flash, but it is completely necessary for some of the videos I watch.

Do you guys know of a way that megavideo and other similar formats can be played through the ipad? If you do it would be greatly appreciated.:D
There are some alternative web browsers for the iPad that will handle Flash: iSwifter and Skyfire are two that I am familiar with.

Agreed. However, I think there is a VERY strong possibility of 2 units.
I think the possibility of two units is almost non-existent.
 
Why should Apple drop prices if others can't even compete at the current pricing?

Plus, Apple's margins on the iPad are rather thin right now. There's no reason for Apple to drop prices when they are selling every single unit that rolls off the manufacturing line. They haven't even completed their international rollout and the iPad isn't being sold in all of the markets where the iPhone and iPod are present. There is plenty of untapped growth without killing margins.

Their competitors need to think about dropping prices since there's a lot of product sitting on store shelves. Most of these competitors are slashing tablet forecasts since they are accumulating inventory. There's not much sell-through on competing tablets.

I'm not convinced that cost competition will win these competitors any significant marketshare. Look at the MP3 player market. You can pick up a 4GB MP3 player for $24, half the price of Apple's 2GB iPod shuffle and yet Apple still has a stranglehold on the music player market.

This is the sort of short sighted logic that Apple fortunately has never suffered from...

You'd be much better off thinking about this from the frame of reference of game console wars where Sony/Ninetendo/MS are all too happy to sell hardware at a loss because they get paid for every game sold.

Apple wants to get a iOS device into every single hand it can because it doesn't just make money on the device, it makes money on every app, song, movie, magazine that gets sold to that device, and once someone buys one iOS device they are much more likely to buy another iOS device... and then someday when they upgrade one of their devices they're much more likely to stay with iOS because they know it and have other iOS devices... etc.... etc...

With the growth of android Apple has real competition, maybe not in the tablet market, but in the phone market they do. iPads without viable competition and iCloud are both Apple's way of saying "sure you could by another device, but wouldn't you rather have all your devices work together seamlessly, yes that's right but all the iOS devices and then go to iTunes and buy some software, movies, games, etc... "
 
But that's not how Apple runs their business.

They profit from their hardware sales. But don't just blindly listen to me, go read their SEC filings and see for yourself.

They are a software-driven company leveraging services and content to drive sales of their high-margin proprietary hardware.

They don't even consider the iTunes Store, iOS App Store, Mac App Store, etc. to be P&L centers. If they did, they would be obligated to break out details of those operations in the quarterly reports. They basically run those operations at break-even or slightly above.

In their quarterly earnings, they talk about unit sales of Macs, iPhones, and iPods, not how much stuff has been downloaded from the App Store. They refer to AppleTV as a "hobby" because it's not a significant part of the bottom line.

GO READ APPLE'S SEC FILINGS. That's where they tell people how they run their business.
 
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Apple does not need to lower prices, people are buying every single one on the shelves.

As for the iPad3, I highely doubt it will come out this year. With this production increase, I suspect the iPad2 is still in its Growth period, possibly running into the Maturity period (google "product lifecycle".)
 
I think despite what analysts think, the combination of:

1) What appears to be deliberately under-producing the iPad 2 initially before initial US release.
2) The March 2011 earthquake in Japan causing parts shortages (which in my opinion is still not completely resolved).
3) The recent fire at Foxconn's Chengdu factory that cut iPad 2 production for a while.

Means that even with production increasing in the July-September 2011 time frame, all it will do it is just cut the wait time to get the iPad 2 of your choice to maybe 8-10 days in much of the world.

I believe Apple has learned its lesson, and this is why I expect Apple to have plentiful stock of the next-generation iPhone worldwide to avoid the PR fiasco of the iPad 2 rollout.
 
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