Philip Elmer-DeWitt reports for Fortune, “Stifel Nicolaus’ Doug Reid raised his Apple (AAPL) price target modestly Thursday — to $360 from $350 — in a note to clients that poured praise on the company and scorn on its competitors.”
“Reid sharply increased his estimate for iPad unit sales in Apple’s fourth fiscal quarter to 5.4 million from 3.6 million, citing ‘robust demand'” in the U.S. and Europe and supplies adequate to meet it,” P.E.D. reports. “Although Apple’s competitors are rushing iPad look-alikes to market, he says, only one is available for sale and all are likely to be, in his words, ‘disadvantaged by unsuccessful attempts to integrate first generation tablet hardware with mobile OSes (Android 2.2/3.0, Chrome) that remain either nascent or entirely unproven relative to Apple’s nearly 4-year old iOS.'”
Read more in the full article, which includes Reid’s iPod and iPhone estimates, here.
MacDailyNews Take: “Any product that is essentially a copy of something else… there’s something inherently less interesting about them. Because the companies that make them don’t lead, they follow.” – Paul Thurrott, March 19, 2009
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]
Is the world coming to an end? MDN quoting Paul Thurrott?
Is the world coming to an end? MDN quoting Paul Thurrott?
MDN – you did NOT just go there, did you? You quoted Thurrott? How could you? <whispers> Are you under the influence of something right now?
MDN – you did NOT just go there, did you? You quoted Thurrott? How could you? <whispers> Are you under the influence of something right now?
I don’t expect a real iPad competitor until HP comes out with their webOS powered tablet. Palm is the company that gave Apple the biggest run for their money with the Pre, which still rivals and in a few areas surpasses iOS in elegance and ease of use (particularly multi-tasking).
I don’t expect a real iPad competitor until HP comes out with their webOS powered tablet. Palm is the company that gave Apple the biggest run for their money with the Pre, which still rivals and in a few areas surpasses iOS in elegance and ease of use (particularly multi-tasking).
” . . . Pre, which still rivals and in a few areas surpasses iOS in elegance and ease of use (particularly multi-tasking).”
Are you fscking kidding me? What kind of dope are you smoking?
” . . . Pre, which still rivals and in a few areas surpasses iOS in elegance and ease of use (particularly multi-tasking).”
Are you fscking kidding me? What kind of dope are you smoking?
Meanwhile MDN is advertising the upcoming “Cruz” tablet from Borders.
Meanwhile MDN is advertising the upcoming “Cruz” tablet from Borders.
Re: “delayed, underwhelming, or both”
Not seeing any evidence for the “delayed AND NOT underwhelming” quadrant in that truth table.
Re: “delayed, underwhelming, or both”
Not seeing any evidence for the “delayed AND NOT underwhelming” quadrant in that truth table.
As long as I can listen to Pandora while surfing the Web on these new tablets, they will all be awesome.
As long as I can listen to Pandora while surfing the Web on these new tablets, they will all be awesome.
Quoting Thurrott. Sweet, cold revenge!
Well said, MDN.
Quoting Thurrott. Sweet, cold revenge!
Well said, MDN.
@R2
Don’t forget “while going poopee” on your post. lol
@R2
Don’t forget “while going poopee” on your post. lol
Stocks drop due to profit takers.
Stocks drop due to profit takers.
iPad and other Apple products are great if you can stay within its narrow Apple sanctioned usage.
The tablet line that provides the most versatility and user choice will be ultimately crowned the winner in the market place.
I see a danger in companies like Apple and RIM who are locking users into their walled gardens.
I think the ultimate winner will be Google’s Android, as their tablet software will remain independent of hardware, so a RIM or even a iPad user could eventually replace their native OS with Android and be compatible with the rest of the world.
iPad and other Apple products are great if you can stay within its narrow Apple sanctioned usage.
The tablet line that provides the most versatility and user choice will be ultimately crowned the winner in the market place.
I see a danger in companies like Apple and RIM who are locking users into their walled gardens.
I think the ultimate winner will be Google’s Android, as their tablet software will remain independent of hardware, so a RIM or even a iPad user could eventually replace their native OS with Android and be compatible with the rest of the world.
silverhawk, it is also the last day of the quarter. Some are cashing some shares out to pay the bills. The rest are taking the ride to $360 and higher. See you there!
silverhawk, it is also the last day of the quarter. Some are cashing some shares out to pay the bills. The rest are taking the ride to $360 and higher. See you there!
Just as Apple has a consumer & Pro line in desktops & laptops, I don’t see why Apple might be working on a Pro Line tablet geared toward commercial/institutional use.
iOS is still young as is the multitouch component & Apple has certainly got cards it hasn’t shown.