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define "use."

Good lord! DO you need to be spoon fed everything? Every statement you have made is very short sighted. You make assumptions that only 1 person per household will be buying an iPad. Businesses are buying them, people are buying more than 1, people are replacing their computers with them, people are buying them for their kids. Why is it so hard to believe that people are treating these things like iPods? I bought 1 for my wife last year and after seeing my 4 and 3 year old sons fight over it I bought another. Tomorrow I will buy an iPad 2...that's 3 in my house alone in case you lost count(do you need a link for that as well?) I may not be a case model, but I know that there are many more families like mine. How manyt households have more than 1 computer? Remember, there was a time when people thought that there would never be a TV in every household...now there are 2.24 in every one.
 
why does samsung care once distributors buy from them? they have been paid for. Who cares if verizon or sprint offer 3 for 1 deals of crappy phones? the vendor has already been paid for that product.

the reality is that android has already eaten into apple's share. just like the iphone, their strength is the competition from within android to keep up to date and the options available to the consumer, its a concept apple doesn't readily subscribe. The result in the phone space is apple was surpassed in market share already and doesn't look to be slowing down. consumers want options, apple does not give that too them

The device isn't worth anything if devs won't make apps for it. The machines sitting on shelves collecting dust do nothing for app devs or for any chance of making money on future iterations of their machines...
 
lol ... not much of a family vacation.

also, since you mentioned it, why does you household need two? and why would everyone in a family need/want one?

because iPads are designed as personal devices and you can't put multiple users on one? I wouldn't want to have to share my iPad.
 
lol ... not much of a family vacation.

also, since you mentioned it, why does you household need two? and why would everyone in a family need/want one?

Why does anyone need a TV or a computer? Why does anyone need a newspaper? Why do people need 4 bedrooms and central air? Or a car, let alone 2?


All we need is food, clothing and shelter...
 
Microsoft werent abusing their IE monopoly, but the EU still dropped on them like a tonne of bricks.

Hear Hear. Also, "abuse" can be interpreted various ways...personally, I think all the abusive-monopoly name calling towards MSFT was unfair. IMHO, if it's not a commodity good...monopolies are not the horrible market crashing, consumer raping bru ha ha regulatory commissions make it to be.
 
do you have any numbers for this?

Do you have any links to your assumptions that there are only 1.2 billion people that live in households of 7.5k per year?
Or that there are only 3.5 persons per household?
Or that there is only one iPad per said household?
Or, that businesses, government and education aren't taking any iPads?

This might interest you:
Worldwide PC sales in 2010 = 301 million. About half way down...
So, by your numbers, 88% of households with more than 7.5k per year bought computers just last year alone!?
 
slow

do you have any numbers for this? i haven't seen a single business in Germany with an iPad, nor anyone running iPhones in house (enterprise). I actually see more BB and Android usage with all the corporations. Granted, I haven't lived in the states in a few years, maybe things have changed.

Europeans are so behind the times.
 
Microsoft werent abusing their IE monopoly, but the EU still dropped on them like a tonne of bricks.

Yes they were.
They were making PC manufacturers NOT include Netscape by default.
They were leveraging their monopoly to create a barrier to entry for competitors. Classic monopoly abuse.
 
Microsoft werent abusing their IE monopoly, but the EU still dropped on them like a tonne of bricks.

MS abused their Windows monopoly by bundling IE. Abuse of their dominant position with Windows. There was other much more serious stuff as well over the last 5-10 years with MS in the EU. Studied those cases in EU Competition lectures- so dull!

73% little lower than I expected. I don't see iPads that often, but I've seen maybe one non-iPad tablet in the last year. I'm sure we will see an iPhone like situation where Android and Apple get a healthy chunk of the market each. Good for consumers!
 
Good lord! DO you need to be spoon fed everything?

No, but I do ask people to reference what they are claiming. I could easily reference all of my statements, which is why my calculations seem short-sighted. I don't acknowledge anecdotal evidence while most others do.

Every statement you have made is very short sighted. You make assumptions that only 1 person per household will be buying an iPad. Businesses are buying them, people are buying more than 1, people are replacing their computers with them, people are buying them for their kids. Why is it so hard to believe that people are treating these things like iPods?

Price point is the biggest reason. Disposable income/available credit has significantly decreased within the US since 2008. Let's assume that an average iPad household makes 100k in the US (average US household income is about 50k). After deductions from the income of the iPad household, that's roughly 75k or so. 3 iPads would run between 1000 and 1500 USD without any services. 1500 USD out of 75k is a substantial investment.

I bought 1 for my wife last year and after seeing my 4 and 3 year old sons fight over it I bought another. Tomorrow I will buy an iPad 2...that's 3 in my house alone in case you lost count(do you need a link for that as well?) I may not be a case model, but I know that there are many more families like mine. How manyt households have more than 1 computer? Remember, there was a time when people thought that there would never be a TV in every household...now there are 2.24 in every one.

The TV serves a fundamental purpose that the iPad doesn't. And, the TV didn't have anything to replace when it was introduced (except radio and newspaper). One would easily argue that TV was an extreme enhancement over newspaper/radio because it provided moving pictures. The iPad doesn't usurp the TV, iPod, iPhone or PC. It does provide additional convenience, but it's nowhere near the same category as the introduction of the TV, therefore, you analogy is quite poor.

If you disagree with my last statement, that the iPad doesn't replace anything, name something that you've sold/bartered/donated since you've purchased 3 iPads?
 
why does you household need two? and why would everyone in a family need/want one?

Need? In the existential sense of the word nobody needs one iPad let alone two or more. Since we're talking simply about the people who were born in the right part of the world I'll assume you're using the word "need" to mean want and have the means to buy. With that in mind: why do some households need more than one care, more than one computer, one television, one phone?
 
So 73% doesn't count as a monopoly?

Not really. There are other tablet vendors offering products and Apple isn't locking them out in any way. If Motorola or Samsung wanted to cut their tablet's prices to sell more product, they could and consumers might consider buying those devices. Apple's market share has more to do with consumer choice than a monopoly. :D
 
MS abused their Windows monopoly by bundling IE. Abuse of their dominant position with Windows. There was other much more serious stuff as well over the last 5-10 years with MS in the EU. Studied those cases in EU Competition lectures- so dull!

73% little lower than I expected. I don't see iPads that often, but I've seen maybe one non-iPad tablet in the last year. I'm sure we will see an iPhone like situation where Android and Apple get a healthy chunk of the market each. Good for consumers!

The whole discussion about market percentage is at best undecided.

As we all know when you ask accountants what 1 + 1 is they will ask what do you want it to be?

So, I expect the same depending on who you talk to:

Sales and Marketing have different numbers from sales channels

Manufacturing numbers are different from other numbers etc.etc.

You can even change time sections to take your "SALES" snap shot and make numbers look better.

Fact is for now the ipad is dominating the market it defined.

If I had a hot product I couldn't care less about market percentage. All I would want is sell millions of it and how much I'd make in profit.

Those are the important numbers .

The rest is fluff for people who are into it!
That includes stock manipulators.

What I have not seen yet is people claiming that when you hold the new ipads at a 12.8 degree angle to the left and point it Eastwards and shine the screen through a green waterglass it shows a 666 partially, which proves beyond a doubt that Apple is into devil worship.
 
A monopoly is only illegal if you abuse it.

No. It becomes illegal when the free market complains, files suit with the FTC and wins. Abuse has nothing to do with it. The mere "threat" of a company having too much power is enough. (e.g., Apple buying up the component market so nobody else can get parts).

Should any of Apple's products be deemed necessary (LOL!), I can see them being split up into smaller divisions. Bill Gates just may have the last laugh. :D

You're missing the point. 1 out of 5 households ... I don't believe it.

I can. When you add in the retailers and companies that will put one of these in every employee's hands. (Or so they say).
 
Faulty numbers

They also aren't taking into account that someone did some research on return rates and found that the Samsung Tabs that were actually sold to consumers had a return rate of 16%+ whereas the iPad's return rate was less then 3%.
 
No, but I do ask people to reference what they are claiming. I could easily reference all of my statements, which is why my calculations seem short-sighted. I don't acknowledge anecdotal evidence while most others do.



Price point is the biggest reason. Disposable income/available credit has significantly decreased within the US since 2008. Let's assume that an average iPad household makes 100k in the US (average US household income is about 50k). After deductions from the income of the iPad household, that's roughly 75k or so. 3 iPads would run between 1000 and 1500 USD without any services. 1500 USD out of 75k is a substantial investment.



The TV serves a fundamental purpose that the iPad doesn't. And, the TV didn't have anything to replace when it was introduced (except radio and newspaper). One would easily argue that TV was an extreme enhancement over newspaper/radio because it provided moving pictures. The iPad doesn't usurp the TV, iPod, iPhone or PC. It does provide additional convenience, but it's nowhere near the same category as the introduction of the TV, therefore, you analogy is quite poor.

If you disagree with my last statement, that the iPad doesn't replace anything, name something that you've sold/bartered/donated since you've purchased 3 iPads?
I've canceled my newspaper subscription, sold my Nintendo Wii, gave away a portable DVD player, donated a computer, canceled the premium cable package and am debating canceling cable altogether, gave away my kids flashcards, got rid of the TV in my bedroom...there's probably more but that's a start.
 
The TV serves a fundamental purpose that the iPad doesn't.

Actually, I would consider them to provide the same fundamental purposes. Entertainment and information.

And, the TV didn't have anything to replace when it was introduced (except radio and newspaper).

Amazing how you disprove your own statement in the parenthetical.

If you disagree with my last statement, that the iPad doesn't replace anything, name something that you've sold/bartered/donated since you've purchased 3 iPads?

I replaced my mother's desktop PC with an iPad.
 
You're missing the point.

There are only 1.2 billion people on the planet that live in a household with more than 7500 USD in income. Assume that 3.5 people live in a household ... that makes roughly 1.2B/3.5 = roughly 350 million households that have an income of greater than 7500 USD / year.

I am assuming that households below 7500USD/yr would not spend roughly one month of their income on a tablet.

50M tablets / 350M households = 1 / 7 or roughly 14.3%. If you include last years tablets ... it's roughly 20% of households with a tablet.

1 out of 5 households ... I don't believe it.

I also understand the limitation of my analysis ... households can have more than a single tablet ... I guess that I have a little, actually a tiny, hope that the human race hasn't descended that much into consumerism yet!

The reason I don't believe it is because the tablet still doesn't have a basic function. It's not a utility ... it doesn't replace a phone/TV/kitchen appliance. I just don't think it will reach 20% saturation unless the definition of tablet changes to merge with a phone based item.

It still seems like segway ...great technology with no application. It does however have apple behind it and they do produce some products that are essential (phones, PCs, laptops) that could lure customers in.

Just my .02€

May I suggest that if you attempt to make a living out of your analysis, don't quit your dayjob. A even better suggestion is that you spend your time with your friends rather than wasting it on analyzing products you don't own and don't understand.
 
MS abused their Windows monopoly by bundling IE.

How dare they give away a free piece of their software in their own OS, and then give me the choice of using it.

So now iPad has a monopoly on the tablet market, they're clearly abusing it by bundling Safari with the iPad. Should they be stopped? Sounds like it to me.

Yes they were.
They were making PC manufacturers NOT include Netscape by default.
They were leveraging their monopoly to create a barrier to entry for competitors. Classic monopoly abuse.

Why should they bundle a competitors browser with their OS? People have a choice to install another browser on their computer if they so wish.
 
Why? I'm not trying to prove any numbers. You are. I just pointed out that you did not take businesses into account in your analysis.
That's why I told him to do his own research. How sad is it that he now needs you to define the word "use", as if its too hard to click the link and read it.

You could show him this link about the University of Melbourne's Trinity College pilot program. These programs are happening all over the place in academia, business, and government.

http://delimiter.com.au/2011/03/07/trinity-ipad-trial-recommends-wider-rollout/
http://ipadpilot.wordpress.com/2011/03/05/trinity-college-ipad-pilot-report-available/

Just watch iPad year one. Skip past the giddy hype, and just note the company names and what they're saying they're doing. The leaders of Salesforce, Chicago Public Schools, Beth Israel Deaconess, Children's Hospital Boston.

http://www.youtube.com/user/Apple#p/u/6/HpiVeC1Z3yI

I already know clients of ours that are snapping it up. I held a GotoMeeting session with one on my wife's iPad a few months ago. It's impressive.

~ CB
 
May I suggest that if you attempt to make a living out of your analysis, don't quit your dayjob. A even better suggestion is that you spend your time with your friends rather than wasting it on analyzing products you don't own and don't understand.

Actually, I get paid huge amounts of money to explicitly do analyses all day long :D
 
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