“There are two potential paths for Apple Inc.’s tablet business: Call [them] the Amazing Scenario and the Super-Extra-Amazing-With-Whip Scenario,” Farhad Manjoo writes for The Wall Street Journal.
“In the first, Apple’s iPad line continues to earn far more money than rival tablets, and likely remains the top seller in the category,” Manjoo writes. “But with increasingly intense competition from low-price devices, the iPad will slowly give up its dominance, eventually slipping to perhaps a quarter or less of the tablet market. This wouldn’t be disastrous for Apple. In this scenario, the iPad would be in the same place as its older brother the iPhone—spectacular earnings from middling marketshare. In other words, pretty amazing.”
MacDailyNews Note: Please see: Why market share doesn’t matter to Apple
“In the second scenario, the iPad runs the table,” Manjoo writes. “Like it did in the iPod business, Apple’s tablets will maintain a long-term, indomitable lead in both earnings and market share. Sure, you’ll see a handful of rivals vie for second place, but they’ll be a sideshow. For the PC industry, this is the nightmare scenario. If you believe that tablets are becoming the primary computing device of our age both at home and work, then Apple’s market share dominance would establish a self-perpetuating, super-profitable juggernaut. The iPad would make Apple the combined equivalent of Microsoft Inc., Intel Inc. and Dell Inc. of tomorrow’s computer business.”
“On Tuesday, Apple unveiled a slate of new iPads. Which of the two paths is more likely, considering the new models?” Manjoo writes. “I’m going to violate every lesson I learned at Pundit University by issuing a firm prediction: I think Apple’s new iPads will help push it toward realizing the second, super-extra-with-whip scenario. With the iPad, Apple is going for the whole game — and it is likely to win.”
Read more in the full article here.
MacDailyNews Take: Total mofoing worldwide dominance.
Has a nice ring to it, doesn’t it?
[Thanks to MacDailyNews Reader “Scott M.” for the heads up.]