In talking with some some analyst colleagues both in the industry and financial sector, I've come across some interesting perspectives regarding Android tablets. Most of it extremely shortsighted and uninformed, yet these are credible voices with powerful opinions. My goal in this article is to add some perspective about the tablet market but also point out why Android tablets are not doomed to fail.
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‘analysis’ Stories
Android Tablets Have Room to Grow
Why Do I Pay for Advertising Supported TV
Did you know that on average during an hour long television show you are subjected to 22-24 minutes of ads? Now of course many of us have DVRs and we rarely watch TV live, allowing us to skip the ads. Still TV used to be free and the ads supported the network costs. In 10 years we will look back and reflect on how archaic TV was.
Twitter and Facebook must learn from LinkedIn’s IPO success
Just after 7 a.m. this morning on its first day of trading, LinkedIn‘s stocked soared up $47 to 92.99 dollars a share. Currently it is around $90 a share up 45 points. I’ve spent the bulk of the morning on the phone with reporters and radio hosts explaining why the the success of LinkedIn’s IPO is not surprising, and here is why.
It’s Time to Re-Invent the PC – But How?
The PC faces stiff competition from things like smartphones, tablets, smart TV’s and more. As a consumer you are faced with a plethora of products competing for your dollars. PCs have become less interesting, yet we all need them. What kind of innovations do we need to see with PC’s in order to capture our attention again?
The Disruptive Potential of the Amazon App Store
A few days ago, Amazon’s App Store officially opened for business. I’ve been spending the past few days reflecting and talking with colleagues on the many ways Amazon’s move could disrupt the Android ecosystem, in a good way. There are a number of challenges manufactures have run into with Google as it relates to Android, and the Amazon app store may show a clear path to overcome those challenges and limit dependence on the Android marketplace.
Tablet vs Notebook: The Consumer Decision
If you are anything like me you get asked questions like what computer to buy, what phone to buy, or what TV to buy. Now, more recently I’ve been getting this interesting question: “should I get a tablet or upgrade my notebook?” This question goes to show how much upside this tablet category has in the computing paradigm shift we are observing. However, with where we are in the early days of this category, does it really make sense to recommend a tablet over a notebook?
Analysis: Nokia’s Huge Bet On Windows Phone 7 is All or Nothing
I was getting a sense earlier in the week from contacts of mine close to both Nokia and Microsoft that Nokia was going to pick Windows Phone 7 as their smart phone platform of choice. Initially I thought this was crazy given that all the momentum is with Android, it appeared as though picking any other smart phone platforms was suicide. However the more I thought about what this partnership means the more I think it makes sense.
This is an incredibly bold decision by Nokia. There isn’t a shred of evidence that Windows Phone 7 is gaining any momentum in the marketplace. Not with consumers, not with developers and not with handset manufactures. For Nokia to have chosen to go with Microsoft’s mobile platform their executive team must believe that they can single handedly inject new life into the platform.
Palm Made HP Relevant Again
It’s no secret that mobile, namely smart phones and tablets, is the hottest topic in the tech industry today. It’s almost as if companies who don’t have products in these categories are not even in the conversations dominating industry trade shows and conferences.
Had HP not purchased Palm this would still be the case. However they did purchase Palm and now HP finds themselves right back in the middle of this fascinating mobile conversation, this time with a fresh suite of mobile products.
What Honeycomb Means for Tablets
In advance of Google’s Honeycomb deep dive scheduled for this Wednesday February 2, I wanted to do a quick analysis of what Honeycomb means for the tablet market. I’ve been working with a number of the current Android tablets in the 7-inch range and have reached several conclusions about the form factor which I will provide more insight to in a later analysis.
General Purpose vs Use-Case Specific Tablets
At CES 2011 I gave a presentation at a research track geared to technology industry insiders. One of the points I made which I’d like to flesh out in this article briefly was how general purpose tablets and specific use tablets fit into the consumer landscape.
The Impact of the Verizon iPhone on Android’s Growth
Typically after press conferences I attend or when major industry announcements happen, I take a lot of questions from the press asking my opinion on the news. I’m always happy to speak with journalists on stories they are working on and provide them a quote. As a professional analyst, this is part of my job.
Yesterday was no exception. After the Verizon iPhone launch press conference I spoke with a number of folks in the press, and one question in particular came up which I thought required further analysis. That question was what impact would iOS’s presence on Verizon have on Verizon’s current and future Android devices.
Apple Gets a Target Stock Price of $345
Lots of interesting investor reports being issued today but the one that caught my eye the most was Oppenheimer's statement to investors that they have set a target stock price for AAPL at $345. Say what you want about Apple but the fact remains that they are still the darling of the financial community.
Oppenheimer's analysts have raised the target stock price from $330 citing strong expectations of iPhone 4 sales, the anticipation of new carriers, continued growth of Mac sales and greater than anticipated iPad sales. Our own forecasts would agree with Oppenheimer's expectations of strong sales of Apple hardware. I would add that I believe the sales of iPads will be slightly higher than people are expecting. Right now expectations of iPad sales for the third quarter are conservatively in the 5 million range and I feel the third quarter shipments will be in the 6-7 million range. Apple holds their Q3 earnings call on Oct 18th and I will write a full analysis of the numbers after the call.
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