“Some things never change. In February I said, ‘Apple iPad is the clear winner in the tablet wars… The remaining horses in this race largely appear to be high-risk, high-reward long shots,'” Cindy Johnson writes for The Motley Fool. “A lot has happened in the tablet wars since then, but one thing hasn’t changed: The iPad still rules.”
“Apple said on its July earnings call that it’s selling iPads as fast as it can make them. Retail stores sometimes have trouble keeping them in stock. The company is working to expand its iPad manufacturing capacity,” Johnson writes. In contrast, a recent Wall Street Journal article noted that iPad competitors focus on the number of tablets they’ve shipped but won’t discuss the number that are being sold. The difference is crucial: Some industry watchers say so many iPad wannabes are sitting in ‘the channel’ that price cuts are needed to move them out.”
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Johnson writes, “Why is the iPad leaving other tablets eating its dust? When NVIDIA’s (Nasdaq: NVDA ) CEO said last May that Android tablets weren’t selling well, he explained: ‘It’s a point-of-sales problem. It’s an expertise-at-retail problem. It’s a marketing problem to consumers. It is a price-point problem. And it’s a software richness of content problem.'”
Read more in the full article here.