Analyst ups AAPL estimates; says iPad killers ‘delayed, underwhelming or both’

Apple Online StorePhilip 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.”

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“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.]

50 Comments

  1. @ R2. Yes WebOS is decent, and not to be dismissed in usual “it must be crap if Apple didn’t make it” fashion. But Palm failed with it, despite it being worthy, because they were behind Apple with it – just too late. The noises coming from Palm were that their biggest problem was lack of developer momentum. (They’d moved to work on iOS and latterly Android also. e.g DataViz).

    Now this despite Palm having at least the remnants of a loyal support of palm users and developers. HP have greater resources than Palm, but time has moved on even further, but I doubt they can bridge the App-Gap which is even wider now.

  2. @ R2. Yes WebOS is decent, and not to be dismissed in usual “it must be crap if Apple didn’t make it” fashion. But Palm failed with it, despite it being worthy, because they were behind Apple with it – just too late. The noises coming from Palm were that their biggest problem was lack of developer momentum. (They’d moved to work on iOS and latterly Android also. e.g DataViz).

    Now this despite Palm having at least the remnants of a loyal support of palm users and developers. HP have greater resources than Palm, but time has moved on even further, but I doubt they can bridge the App-Gap which is even wider now.

  3. I don’t know how any analyst can expect copy cat companies to look at something like the iPad that’s years in the planning and expect any real competition within 6-8 months or sooner? It takes time even to copy. And even Google admits there still is no tablet version of Android yet. So what you’re getting is a real slapped together horror of technology. Neither here nor there, just an object to market with a straight face on. Just buy the original – a freaking iPad and enjoy!

    Smartest thing Thurrott ever said and pretty well indites Microsoft Windows and all such copycat companies. It speaks volumes about companies who follow and who lead without regard for anything but the consumer. The more places like Microshaft desperately proclaim their “innovations” the more they do protest too much. And now MS has zero credibility as the Emperor has no clothes, but he does have a jumping monkey suit.

  4. I don’t know how any analyst can expect copy cat companies to look at something like the iPad that’s years in the planning and expect any real competition within 6-8 months or sooner? It takes time even to copy. And even Google admits there still is no tablet version of Android yet. So what you’re getting is a real slapped together horror of technology. Neither here nor there, just an object to market with a straight face on. Just buy the original – a freaking iPad and enjoy!

    Smartest thing Thurrott ever said and pretty well indites Microsoft Windows and all such copycat companies. It speaks volumes about companies who follow and who lead without regard for anything but the consumer. The more places like Microshaft desperately proclaim their “innovations” the more they do protest too much. And now MS has zero credibility as the Emperor has no clothes, but he does have a jumping monkey suit.

  5. *gasp* a Thurot quote? why? (I now feel betrayed)

    Anyyyways… aside from a mutinous choice of quote, I kinda laugh at every so-called iPad competitor.

    If anyone remember that HP tablet (the one with a Ctrl+Alt+del button on the bezel) I had quite a laugh over it while reading that on my iPad

    I think this is one of the best things Steve has done for us. He gave us his holy book (iPad) and then, gave everyone else unholy books so we could laugh at those inferior in mind and choice of technology.

  6. *gasp* a Thurot quote? why? (I now feel betrayed)

    Anyyyways… aside from a mutinous choice of quote, I kinda laugh at every so-called iPad competitor.

    If anyone remember that HP tablet (the one with a Ctrl+Alt+del button on the bezel) I had quite a laugh over it while reading that on my iPad

    I think this is one of the best things Steve has done for us. He gave us his holy book (iPad) and then, gave everyone else unholy books so we could laugh at those inferior in mind and choice of technology.

  7. @Bizzarro: “iPad and other Apple products are great if you can stay within its narrow Apple sanctioned usage. … I see a danger in companies like Apple and RIM who are locking users into their walled gardens.

    Huh? You sound as if Apple wants to take control of your life.

    These are tools to get things done. If they aren’t working, you’re free to get one that will. I’m not stuck or locked into Apple’s walled-garden. I’m free to get an Android phone if I want. I buy Apple products for the exact reason you seem to loathe them; lack of complication and complete focus on user experience.

    Perhaps you should try getting a life first before worrying about who or what is going to control it.

    “I think the ultimate winner will be Google’s Android”

    That’s ironic of you to say, if there’s any company out there right now that is interested in controlling your life, it’s Google. They’re the ones amassing databases of everyone’s information and tracking your every move. Here’s a couple of quotes from Google CEO…

    “If I look at enough of your messaging and your location, and use Artificial Intelligence we can predict where you are going to go.”

    “I actually think most people don’t want Google to answer their questions, they want Google to tell them what they should be doing next.”

    Enjoy your Android phone, Google drone.

  8. @Bizzarro: “iPad and other Apple products are great if you can stay within its narrow Apple sanctioned usage. … I see a danger in companies like Apple and RIM who are locking users into their walled gardens.

    Huh? You sound as if Apple wants to take control of your life.

    These are tools to get things done. If they aren’t working, you’re free to get one that will. I’m not stuck or locked into Apple’s walled-garden. I’m free to get an Android phone if I want. I buy Apple products for the exact reason you seem to loathe them; lack of complication and complete focus on user experience.

    Perhaps you should try getting a life first before worrying about who or what is going to control it.

    “I think the ultimate winner will be Google’s Android”

    That’s ironic of you to say, if there’s any company out there right now that is interested in controlling your life, it’s Google. They’re the ones amassing databases of everyone’s information and tracking your every move. Here’s a couple of quotes from Google CEO…

    “If I look at enough of your messaging and your location, and use Artificial Intelligence we can predict where you are going to go.”

    “I actually think most people don’t want Google to answer their questions, they want Google to tell them what they should be doing next.”

    Enjoy your Android phone, Google drone.

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