I really want to like whatever is coming. But I'm still having a difficult time understanding where in the market this is going to fit. ....However, my thought is, if you are a person that already owns an iPhone or other smartphone (which is becoming the norm) and a laptop.
Why is that the "market"?
Each of these individual groups
owns an iPhone
owns a laptop
doesn't own an iPhone (or smart phone)
doesn't own a laptop
are bigger than the group of people who are the intersection of the first two ( owns an iPhone and a laptop ). Whenever you say owns a blank and a blank ( and a blank ) you are designating a
smaller (and smaller) group of people. Conversely that means you are ignoring are larger (and larger ) group of other people.
What I don't understand is why people premise their market conceptualization on the smaller set.
Similarly folks are at different stages of the lifecycles. Some folks are at point where time to trade-in/"hand me down" their laptop. If only really needed the laptop for the reasonable size screen , full size browser, email, and a few other lightweight tasks. If this new device is cheaper *and* lighter ( less than MB Air) *and* last substantially longer on a battery charge . Why wouldn't you buy it?
Same is true for original iPhone. There will be some who bought it because it was lighter than a laptop and cost less , but too small of a screen but just settled with the deficiency. (deal with any normal sized website for an extended period of time. Record how much pinch/zoom/scroll you are doing versus getting the info you need. People will substantive contort themselves when it is the only solution. ). Those folks may dump the iPhone. Get a more mainstream phone with much cheaper data plan (notice how talk time is going down in price). and just not take the internet everywhere (including the bathroom. "Who surfs the internet in the bathroom?" or something to that effect was utter by Jobs at some point. ). There are folks who turn off connectivity from time to time. For those folks the internet doesn't have to fit in their pocket ( which
is a dubious place to carry a phone. Especially if male. )
There are a bunch of folks who buy about one of everything Apple sells. Yeah sure those folks are likely going to get conflcted. However, lack of market... don't see it.
Also, in terms of the data plan. I can tell you that under pretty slim to no circumstances would I pay another data plan to Verizon or AT & T.
Go in to any ATT or Verizon (or Sprint ) store. See the one or two USB modem data cards items for sale. Who do you think they are selling those to?
The other presumption here is that there won't be an "unlocked" version. Why wouldn't Apple sell an unlocked version? They sell them in other country and the world didn't end there. So you tether to your iPhone and drain the battery on it ( some folks like the dongles because it gives them longer talk time on their phones. If spend lots of time working and don't have time to plug in that is an upside. )
I also pay for monthly for services like Netflix and TiVo. Another service plan just doesn't fit in. However, if they wanted to compete with the cable networks and offer some sort of on the go tv subscription service + hulu + netflix streaming + ...
You pay for a newspaper , magazine suspcritions ? First, that those don't overlap. So it is not an additional charge if Apple can flip you from paper to wireless. No the device would not be unique. Its features are unique though. Bigger ( 720p native perhaps) than an iPhone/Touch and cheaper than a laptop. They are all in a general sense personal computers. Different ranges of compatibilities but that almost means different ranges of markets.
Bulk TV watching .... a 10" screen is really going to compete with your 20,30,40 screen of your TV. Besides Apple has AppleTV for that. [ Of which there is no reason that this couldn't also be a viewer of AppleTV content. For those folks who already drank that kool-aid ... second TV put lightweight we surfing ? ]
The other market that you folks are completely missing is classroom computers. Apple is less and less price competitive each year now. The MacBook price is stuck. (Apple can't possibly make anything cheaper. )
They are loosing share. In some contexts you don't need the ultimate flexibility of a laptop. Some folks have about 5-6 applications they us 99% of the time. As long as have those apps installed on the pad/slate/whatever you are good to go.
What is the difference between laptop and new device. Likely several hundred dollars. Who doesn't want several extra money in their pocket?
Even more so if buying them to outfit a group of people. The number of people become the multiplier of the savings.
In the merged portable computer range of products there is a
HUGE gap between the touch/phone and the macbook. This device will fill that gap. That gap is also indicative of a market segment (e.g., consumer price blocked at $700
http://www.appleinsider.com/article...o_spend_above_700_for_apple_tablet_study.html
)
Apple's only answer to netbooks so far was Touch/iPhone. Both of which had several EXACTLY same detriments they hurled at netbooks (cramped keyboard, smaller screen ) . This device would eliminate several of those while not quite diving as low in price. Lower is better than having nothing at all. When have nothing folks either hack MacOS X on netbooks or just buy whole stack from other people. The real question why are THOSE choices good ones for Apple? Not whether there is a market here.