Analyst: Apple iPad Sales accelerating on flummoxed competition

“Apple has refreshed the iPad once already this year, and Rodman & Renshaw analyst Ashok Kumar says it’s unlikely to do so a second time,” John Paczkowski reports for AllThingsD.

“The release of a ‘premium version’ of the device has been pushed out to year’s end or beyond, he says — though not because of any production issues. Kumar says this is strictly a marketing/positioning decision,” Paczkowski reports. “And given the company’s profound lead in the tablet market, there’s little reason for it to rush out the next-generation iPad, hot on the heels of its predecessor.”

Paczkowski reports, “So, Motorola’s struggle, Samsung’s legal woes, Hewlett-Packard’s humiliating flight from the market: All boons for Apple, which seems to be selling the only tablet that people really want.”

Read more in the full article here.
 

12 Comments

  1. “…there’s little reason for it to rush out the next-generation iPad, hot on the heels of its predecessor.”

    Kumar doesn’t know Apple as well as he thinks he does.

  2. I still wish Apple would have released the iPad 3 and cut the iPad 2’s price to say, $399, just to let the competition know that they don’t stand a chance. I want to see Apple as an aggressive attack dog when it comes to the tablet market. Kill kill kill!

    I don’t like the thought of Amazon releasing a $299 Kindle Pad and marketing it as hundreds less than an iPad. Or hell, maybe $250 and saying it’s half the price. Let’s hit em hard right now.

  3. Take a look at Amazon’s share rise today and then take a look at this article:
    wwwXbeaconequityXcom/smw/11987/Amazon-Estimates-High-Tablet-Sell-
    (Replace the X’s with a period)

    Somehow Amazon is able to convince investors to buy Amazon stock based on an unknown tablet at an unknown price but definitely sold at a loss. Do you think that Apple can get away with something like that? I don’t think so. Wall Street seems very pleased about this. If Apple even tries to sell a product at reduced margins Wall Street would try to downgrade Apple. These are things I don’t quite understand about a stock with a P/E of 93 that can outmove Apple. It’s very likely that Amazon will never be able to bring in that much revenue, yet it always appears that Apple’s future revenue is in question even with a P/E of 15 or so. There is definitely a favorable bias towards Amazon that Apple can’t get from Wall Street. Over the past 52 weeks, Amazon stock rise is making Apple stock rise look rather mundane. I’m willing to bet that analysts will never get an accurate figure of this coming Amazon tablet unit sales since Amazon seem very good at concealing Kindle sales, too.

    Amazon can boost its own share price by claiming sales will be high. How’s that for lifting oneself up by one’s own bootstraps.

    1. “Over the past 52 weeks, Amazon stock rise is making Apple stock rise look rather mundane.”

      I suppose that it depends on the meaning of the word “mundane.”

      Yes, Apple was 242.80 a year ago today and is up only a “common, ordinary, banal” 60.6%. I think I can handle that.

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