Wall Street analysts “seem to be even more impressed with the latest tablet than the tech press,” Philip Elmer-DeWitt reports for Fortune.
• RBC Capital’s Mike Abramsky: We would argue it will maintain Apple’s Tablet dominance.
• Deutsche Bank’s Chris Whitmore: Lapping the competition again; iPad positioned to dominate the category.
• Sterne Agee’s Shaw Wu: Unlike competitors, AAPL is delivering strong battery life (9 hours using 4G LTE and 10 hours on 3G). We do not believe this can be easily replicated.
• Piper Jaffray’s Gene Munster: New iPad impressive, [Long term] tablet thesis suggests iPad numbers too low.
Read more in the full article here.
Apple unveils new iPad featuring Retina display, A5X chip, 5-megapixel iSight camera and ultrafast 4G LTE – March 7, 2012