Wannabe rivals to Apple’s revolutionary iPad grasp at straws

invisibleSHIELD case for iPad“Microsoft Corp.’s failure to deliver a tablet-friendly version of Windows is forcing big computer makers like Hewlett-Packard Co. and Dell Inc. to rely on rival software to help them keep up with Apple Inc.’s iPad,” Tim Culpan and Ian King report for Bloomberg.

“Windows 7, the most recent version of Microsoft’s operating system, is too unwieldy for an iPad-like device, said David Daoud, an analyst at IDC,” Culpan and King report. “A lighter edition won’t be ready until the fourth quarter, giving Apple almost a year’s head start in the burgeoning market for tablets.”

MacDailyNews Take: Microsoft has been trying and failing to sell tablet PCs for the better part of a decade.

Culpan and King report, “The iPad’s success caught much of the PC industry by surprise. Within two months of the April 3 release, Apple sold 2 million iPads — more than IDC expected for the entire tablet industry in 2010. To catch up, Dell and Hewlett-Packard are turning to Google Inc.’s Android operating system. Taiwanese manufacturers that build most of the world’s PCs said they’re dissatisfied with Microsoft’s current lineup… The iPad, which can display books, videos and the Internet on a thin touch screen, will reach sales of 5.5 million units this year and jump to 13 million next year, according to Macquarie Group Ltd.”

MacDailyNews Take: Macquarie’s iPad unit sales estimates are too low.

Culpan and King report, “Later this year, Microsoft will release Windows Embedded Compact 7, which will require less processing power and reduces the drain on batteries.”

MacDailyNews Take: Wonderful name. So memorable and sure to inspire loads of sales. Or maybe just loads.

Culpan and King report, “Microsoft, based in Redmond, Washington, has tried for more than a decade to build a market for tablet-sized personal computers. “

MacDailyNews Take: Wait, we just said that. We thought that Apple will have “almost a year’s head start in the burgeoning market for tablets?”

Culpan and King report, “Chairman Bill Gates predicted in November 2001 that the tablet would become the most popular form of PC within five years.”

MacDailyNews Take: Charlatan.

Culpan and King report, “Demand for the Windows tablets currently sold by Hewlett- Packard and Dell has been lackluster, according to IDC.”

MacDailyNews Take: Ha! Thanks, we needed a laugh.

Culpan and King report, “Before the iPad made its debut this year, the researcher had been forecasting that sales of tablets would decline to less than 1 percent of the overall PC market in the U.S. IDC had predicted total shipments of just 523,000 tablets.”

“Intel Corp., whose chips run about 80 percent of the world’s PCs, hasn’t helped Microsoft’s cause,” Culpan and King report. “The chipmaker’s most energy-efficient tablet-ready processors don’t run Windows 7 — and won’t until early next year.”

Full article here.

MacDailyNews Take: Most of the world made a big, very costly mistake with Microsoft last time around. It won’t happen again.

44 Comments

  1. Culpan and King report, “Chairman Bill Gates predicted in November 2001 that the tablet would become the most popular form of PC within five years.”

    Can anyone cite even three of Gates’ predictions in his 30 odd years in the tech business that have panned out? But there are plenty that have shown him to be a man lacking in vision, as in this classic:

    Gates: “No one will ever need more than 640K.”

  2. The difference is that when SJ comments you just KNOW that he is only telling you about what is ready for public consumption and that is just the tip of the R&D;iceberg.

    When Ballmer speaks you just see a man staring into the headlights of the on-coming train wreck that is MS product development.

  3. Microsoft has had two major problems…

    1) Arrogance. They think they own or control the world but like Darth Vader. It slips though his fingers.

    2) Does not stay the course. Latest example is the Zune HD. Not a bad player but left at the party so to speak. Hyped then zilch!

    If you read the classic book. The Mythical Man-Month. A darn good book still full of help and information. You realize that Microsoft is dead in the water!

  4. who can say android? While the one eyed apple fanboys might argue otherwise, android is going to devour a large part of apple’s marketshare in phones and tablets, like it or not. Of course apple will still cash in on the high end and make crap loads of money. But down the cheaper end of things: android. It’s already starting to eat up big chunks of the iphone market. Next stop: iPad. Price is a big determinant. And while its evident that android is splitting into lots of flavors and apple has 250 million apps (I exaggerate), the closed ecosystem apple has going is just like 1982. Time will tell. While being wrong on this wouldn’t bother me, not taking android seriously and living in a bubble of delusion does.

  5. @Brulek

    Android’s growth isn’t coming at the expense of iOS. Are there a few individuals who have consciously chosen Android over the iPhone? Sure, but stating that Android is taking away “large chunks” of Apple’s market share is a hyperbolic claim. And, your post fails to account for the obvious fact that there is room in the smartphone/tablet market for more than one market leader. Apple has never been about market share, but they are doing well in mobile by virtue of a focused strategy and well-designed, well-received products, and they are in a great position to dominate. Personally, I believe competition benefits the consumer, so I am happy to have a three-way race for the top involving iOS, Android and RIM, with Microsoft relegated to the position of also-ran.

  6. Also, bear in mind that when analyzing smartphone sales figures, one must take into account the fact that Android is sold in the U.S. by multiple carriers, whereas iPhone is only sold by one. When the iPhone comes to other U.S. carriers (and it can only be a matter of time before that happens), it will have much greater parity in terms of market access to potential consumers. Even so, the iPhone is more than holding its own against Android in the U.S. market, even despite the exclusivity arrangement. But, as Douglas MacArthur astutely observed above, there is room in the smartphone market for multiple dominant players, and competition is good for us all. Mobile will not be a one-company playground like the Microsoft-dominated desktop, and we should all be grateful for that fact.

  7. @Brulek
    The study also – for some reason – EXCLUDED – the iPad (probably for not being a mobile device?).

    I’ve seen a lot of this pointless (read:”clueless”) studies, where by twisting the numbers far enough it SEEMS that you are finding some kind of a trend.

    Next time they should exclude the iPhone 4 for being too new!

    There will always be generic crap on the market, not being able to see that it doesn’t impose a threat requires a bit of knowledge and insight. I’m sure you will gather some during the next few years. Just be patient! ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

  8. I just don’t see why people keep saying Apple iPhone is a “closed” system and what MicroShaft and the rest of the PC’ers have delivered in the PC market is “open” and “better”. Most PC programs require you to run various flavors of windows on multiple mfg’s machines. The problem isn”t the hardware it’s the MS software. How the heck is that “open”.

    Your apps have to pass an Apple test to be allowed on the iPhone. If anyone thinks the android mess is going to work, and the potential for nasty virus and security issues, then be my guest.

    Fact is, while I’m not a technology newbie, I also appreciate the confidence and security of buying apps from Apple’s store, knowing full well they have been evaluated and tested to insure their stability and security. Apple has set a quality bar high to be on their hardware, and the only folks complaining are those that put trash for products out hoping to trick someone into buying them!

    Time is my most precious commodity, bar none else, and I don’t want to spend my time cleaning up big messes on my electronic gadgets. That’s why I buy Apple exclusively for my own and family use. Period!

  9. @rock fixer

    Yes, I’m sure you being the arbiter of all things insightful could really share some with us…oh wait, given the drivel you spout, I would suggest you practice what you preach you hypocritical tosser. Just another deluded dickhead waiting for the pop: that’s when you get your head out of your ass for the first time ever.

  10. @Brulek
    What implies that I don’t practice what I preach?

    The only drivel I could find was in the research report you refered to.

    You attacking my person, not the comments, tells much about you and nothing about me. Getting angry when you are short of facts or answers does not further the credibility of your claims either.

    But I must say I liked the way you signed your message – “Just another…”
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Rock

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