We'll see what happens on September 1
two interesting anomalies in this report.
first, it's odd that apple was able to move from no product offering to 75% of the market in less than 1 year.
second, where are the rest of the offerings in this market space that will erode apple's lead? there are none that currently compare.
First - Apple's 75% share should include all touch-screen no-keyboard devices with screens roughly 10" or so. That includes all those horrid HP Compaqs (thanks, Carly), all those "What is Origami?" UMPCs, and the vaporware "Steve Ballmer Special" HP Slate. (Well, OK, the HP Slate doesn't count since it hasn't shipped.)
Second - I think everybody agrees with you. None compare. And even if a competitor managed to create a near-identical device that worked just as well (unlikely since Apple has filed dozens of patent applications on iPad, iPhone, and iOS) it could still never compare to iPad. Why not? Because Apple has been working on its software infrastructure for nearly 10 years now.
iTunes launched in 2001, which paved the way for iPod's success. iTunes is the not-so-secret ingredient that Apple has used to help sell iPods, iPhones, and now iPads. And iTunes is also extremely "sticky." Once you've used it, it's hard to quit and use a competitor's product.
But obviously iTunes isn't just about music, videos, TV shows, and movies. It's all about the apps now. I suspect there will be an Apple TV app announced during the Media Event on September 1st. The usual iPod upgrades will be announced first, then most likely an upgraded Apple TV (or iTV?) with TV show rentals. And probably also some kind of app to connect iTunes and/or Apple TV to iPad and iPhone and iPod Touch for viewing content.
No, it's not revolutionary, but Apple seems to be taking a one-step-at-a-time approach with Apple TV. Small steps.