“In a note to clients issued Tuesday, Think Equities’ Rajesh Ghai largely avoids speculating about what Apple might announce at Wednesday’s special event,” Philip Elmer-DeWitt reports for Fortune.
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P.E.D. reports, “Instead he concentrates on the iPad, raising his sales estimates and ticking off the reasons he believes Apple’s tablet could be, in his words, ‘the Trojan horse that finally gets Apple into the enterprise.’
“Ghai now estimates that Apple will sell 5.75 million iPads in the quarter that ends Sept. 25, up from an earlier estimate of 5 million, and 22 million in fiscal 2011, up from 19.5 million,” P.E.D. reports.
Read more in the full article, including Ghai’s reasons, here.
MacDailyNews Take: Too low for fiscal 2011. That estimate will need to be upped again.
Estimate? Up yours!
My “estimates” were, way back after iPad’s first 30 days, one million per month average for its first quarter and two million per month average for the rest of the year = 15 million total for 2010. That still seems about right. And double it for 2011.
‘The Trojan horse that finally gets Apple into the enterprise.’
No arguments here!
I’m surprised no one has related to the announcement of iPad’s forthcoming iOS wireless printing ability.
This is a huge key feature that is missing, critical for productivity and business use and is sure to clinch the enterprise market.
However many iPads roll off the assembly line, that’s how many Apple will sell.
A camera on the 2011 iPad will send sales soaring again.
I suspect I’m not alone in waiting for the second generation iPad before pulling the trigger. There’s many people who won’t buy first gen, so expect to see an even bigger surge when this beauty gets updated.
I wish the iPad had the retina display. My eyesight isn’t great. But I’m not sure I should wait for retina either. Anyone care to advise me? I’m about ten minutes away from an Apple store, in a state with no sales tax. So naturally I’m tempted. Please advise: do you all think I should hang on until November or possibly next year?
Just wait until the November iPad refresh set to coincide with the iOS 4.2 release that will bring FaceTime to the iPad.
“I wish the iPad had the retina display. My eyesight isn’t great.”
I don’t mean to be offensive, but that quote is an oxymoron. If your vision is imperfect, you won’t see the difference.
Meanwhile, I think it’ll be 3-5 years before they can deliver retina on iPad due to processor and battery demand.
@Macerroneous
Perhaps I was unclear. “My eyesight isn’t great” doesn’t mean I cannot see the difference between the iPhone 4’s retina display and my 3GS display. In fact, retina display helps me see my content better, in spite of my poor eyesight. Even people with imperfect eyesight can see the difference. That was my point.
BTW, an oxymoron is a contradiction in terms (like ‘anticipated serendipity’ or ‘elevated subway’). But I don’t mean to be offensive to you, either. I’m new here, and not interested in causing trouble. I just sought advice, that’s all.
I understand what you mean about the processor and battery life issues. I’m not sure i can wait 3-5 years, though. Perhaps I should buy 1stGen, and re-sell when retina becomes available?
When Apple puts the FaceTime camera in the iPad, everyone will want it. FaceTime between iPod touch, iPhone, iPad and at some point the Mac (and maybe the Windows PC). Think about the jump from texting to FaceTime with the click of a button.
Land line phones. What phones? What person is going to talk to a loved one using a 100 year old phone system? Have you sent a telegraph lately? This year? Ever?
@gwu
No offense taken. Perhaps more proper usage would have been, “seems oxymoronic to me” since it seems self-contradictory. I consider my vision to be good (I’m a surgeon who did my residency at your neighbor, GU) yet I can’t tell the difference in displays unless I try to.
Ghai’s estimate is still 700,000 units short for this quarter.
@GWU Grad Student,
Although I’m tempted to get the iPad now to use in my graduate programme, I’ve decided to wait until the next generation (although I have played with it a few times and felt the tug of desire). After upgrading from the iPhone 3GS to the iPhone 4, I want the same type of quality experience. I think it’s worth holding out for just a little bit for the chance to score a Retina display-type screen and more memory.
One thing to consider if you don’t wait: you’ll be getting the use out of it that you aren’t now, and I’m sure you’ll be able to sell the first gen for close to what you’ll pay for it.
MW: future