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Fri, Mar 19, 2010 - 02:21 PM EDT  —  AAPL: 222.2206 (-2.4294, -1.08%)  |  NASDAQ: 2371.32 (-19.96, -0.83%)

Needham analyst Wolf: Apple will sell 2 million iPads in fiscal 2010, 6 million in 2011
Wednesday, February 03, 2010 - 04:01 PM EDT

"If analyst predictions are any indication of what the iPad will see in actual sales, it's going to be a good run for Apple," Jim Dalrymple reports for CNET.

Dalrymple continues, "In a research note to clients on Wednesday, Needham & Company's Charlie Wolf predicted Apple would sell two million iPads in fiscal 2010 and an additional six million devices in 2011, according to a report on AppleInsider.
What's interesting is that Wolf says more than half of the iPad sales would be drawn from the iPod Touch. Many have said that the iPad looks like a larger version of Apple's iPod Touch."

MacDailyNews Take: "Looks like" would be the operative phrase.

Dalrymple continues, "Wolf's predictions certainly aren't at the high end of what analysts are predicting for iPad sales. IDC analyst Richard Shim told CNET last week that he estimates the company will sell 4 million to 5 million iPads this year, doubling Wolf's prediction."

Full article here.

MacDailyNews Take: Mr. Shim is closer than Mr. Wolf to an accurate iPad unit guess for 2010, but both are too low; as is Wolf's predicition for 2011. Expect plenty of upward revisions for iPad sales estimates from these and other analysts.

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Reader feedback page 1 of 1 pages:
Feb 03, 10 - 05:04 pm Comment from: iMaki

If there is a webcam at the starting blocks, I bet on higher estimates!

Feb 03, 10 - 05:07 pm Comment from: Tom

The parts suppliers are indicating a 10 million unit annual run rate.

Feb 03, 10 - 05:08 pm Comment from: R2

Count me in for 2011 when it's got multi-tasking, a camera and can be had for $100 cheaper.

Apple probably has the next version ready and they're just waiting for the initial drove of early adopting suckers to buy up the first model.

Feb 03, 10 - 05:15 pm Comment from: CountMein

MDN
Please iCal this fool:
http://www.hung-truong.com/blog/2010/01/27/why-the-apple-ipad-will-fail/

Feb 03, 10 - 05:21 pm Comment from: Dualie's Ghost

@R2

Suckers? What's that make you Johnny come lately?

I can afford to buy the 1.0 version and will be enjoying the experience while you'll be holding for a "better" product. Then I'll skip a generation cause 3.0 will be the sweet spot.

Multitasking is far from a deal-breaker and who needs a camera that is shooting video of the ceiling?

Feb 03, 10 - 05:22 pm Comment from: oh R2...

You silly rascal long face . The iPad isn't going to get you laid you know this right shut eye? Just another waisted year for you to lose your virginity, he's waiting for the right one, as in tech gadget to help him. Make sure we get to see it live when you get your webcam in your iPad buddy. Maybe we can listen to your favorite Pandora Station at the same time. shut eye

Feb 03, 10 - 05:22 pm Comment from: Macdoc

I think it will be10 million in 2010....We need a Stock Split Steve!!!!!! PLEASE!!!!

Feb 03, 10 - 05:24 pm Comment from: Finn

If there are no slow downs - like an obligatory AT&T;subscription - this one will outsell the iPhone easily. Everyone can buy it, not just the ones willing to change service provider.

I think 10 mil is much closer to the truth than 2.

@ R2 There is already multitasking - just not for 3rd party apps. The price will probably be subsidized if it involves a subscription. And a hundred? A hundred! Duh. Why wait - in 2011 you will have other lame excuses for not getting one.

I´ve always bought new technology when it´s been launched. Then you get to use cutting edge technology. An important factor is time. If you buy after everyone else has got it - or already abandoned it, you are not getting the same experience or value.

Feb 03, 10 - 05:26 pm Comment from: NO Mac doc!!!

No stock split. Let the real investors keep coming and then split at 300. This will keep the Manipulators out like that tool Cramer. This stock is too high for his blood to dump money in and out.

Feb 03, 10 - 05:32 pm Comment from: Sixvodkas

Never fear, R2!

The multitasking iPad is simply being held while Apple develops jumper cables of sufficient capacity to compensate for loss of battery life.

I'll buy the 10 hour run-time version now while you wait for the 120 minute version- Happy?

Feb 03, 10 - 05:42 pm Comment from: We'll See

Everybody keeps saying the iPad will be the world's greatest email and internet machine. Don't know about you, but for this to work for me, I'll have to have it mounted on its dock connected to the real keyboard - everything I do with email and almost everything I do on the web requires that I type something.

It looks to me like balancing the iPad on my knees while trying to type on it is going to require some dexterity I don't have.

So, maybe it's the laptop replacement if I can get along with all the things the iPad can't do.

Feb 03, 10 - 05:48 pm Comment from: Think

@R2

Right, Apple just keeps really wicked cool products under wraps for months at a time just to irritate people like you.

This industry moves so fast it is imperative to innovate and get the product out the door before your competition does. Companies have to pick what features to go with and balance price, battery life and performance. If you want to add a new feature, then a delay is added to the release date.

All of this has to be managed while looking over your back wondering if the competition might come out with something better.

Multitasking has been addressed repeatedly. Battery life and performance would suffer.

Camera: Watch a really shaky video shot up someone's nose. I'm sure Apple had prototypes and tested this. My guess, it sucked or wasn't up to Apple's "standards".
Yes Apple tries not to release products that don't quite reach a certain level of quality.

Feb 03, 10 - 05:51 pm Comment from: iMaki

Not a camera for pics, a webcam for video chatting! Why no one has tapped this market for true Jetson-style face-to-face communication on a truly mobile device is beyond me! The need to connect personally is a hugely underestimated need in the market! I want to chat with my mom face to face comfortably anywhere! Desktops and laptops DO NOT CUT IT!!! The iPad is perfect for everyone!

Feb 03, 10 - 06:05 pm Comment from: ericdano

2? hardly. Try 8 million. Once people see this thing in action, they will love it.

Feb 03, 10 - 06:08 pm Comment from: John

I'm not sure how much nose hair I care to display while chatting with family.

Before assuming analysts will underestimate, don't forget one analyst projected 45 million iPhones in 2009 when they were first on the market.

Feb 03, 10 - 06:19 pm Comment from: Hotinplaya

One million the first weekend

Feb 03, 10 - 06:38 pm Comment from: Rike

Hey people, quit feeding r2. Then perhaps he will stop posting his drivel.

Feb 03, 10 - 07:06 pm Comment from: acid

I think Apple will sell as many iPads as its suppliers can make it. It may not have the same street scene as the iPhone 3G, but as it spreads in the wild people will keep up a brisk steady pace in picking them up soon after they've seen one from friends or co-workers. Unlike a phone tied to a network, there is no use for waiting. There is only one source for iPad, and come end of this year Wall Street will be stunned.

Feb 03, 10 - 07:19 pm Comment from: Sir Gill Bates

R2 will never stop. He's like a cross between the Terminator and Pee Wee Herman: Persistent and annoying.

Feb 03, 10 - 07:36 pm Comment from: dave smith

Will only buy a new iphone. iPad is just a big ipod touch, who cares..

Feb 03, 10 - 07:44 pm Comment from: @ macdoc

We just had a split last year. Actually, you could have bought as low as 80 and rode up all summer long.

Feb 03, 10 - 07:55 pm Comment from: don

dave smith and R2 sitting in a tree... you know the rest...

Feb 03, 10 - 08:10 pm Comment from: Sir Gill Bates

"dave smith and R2 sitting in a tree..."

D-I-S-S-I-N-G!

Feb 03, 10 - 08:55 pm Comment from: don

Sir Gill Bates... LOL!!!

Feb 03, 10 - 09:33 pm Comment from: Jeeve Stobs

I'd like to buy an iPad, but without a camera, I am not interested. By far one of the dumbest decisions Apple has made. This iPad is MADE for a camera.

Feb 03, 10 - 11:00 pm Comment from: Buster

I agree with iMaki. A web (option anyway) would make this THE toy to have around the world.

Feb 04, 10 - 09:02 am Comment from: lukeskymac

Since the space was already there for the camera, I suspect the following:

Gorilla's Arm effect due to the need to hold the device to properly face you instead of the ceiling.

But Apple will end up adding it anyway because the press will keep pissing Apple off if they don't...

Feb 04, 10 - 10:36 am Comment from: NCIceman

I think these estimates are low, esp. for the first year. This is no iPhone, but it will sell very very well.

Feb 05, 10 - 03:19 am Comment from: Derek Currie

I remember one particularly bogus rumor last month that Apple had ordered 10 million iPads for 2010.

2 million sounds somewhat more realistic.

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