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Second iteration of Apple iPad to sell double volume of prior model, and more

February 9, 2011

Analysis of:Apple's New iPad in Production | online.wsj.com

The existing iPad has met our sales projections from 2010 and we expect that in total Apple will sell twice as many of the new model as the original, along with substantial volume from a flanker model if Apple decides to continue offering the original version as a base model at a new price point of $399 to continue its first-mover dominance with 'scorched earth' for would-be competitors.

Apple Q4 to top $20B with $4.01 EPS, new iPod, desktop, Apple TV

July 20, 2010

Slightly lower margins on impressive top line for Apple in Q4 will set scene for a blowout Christmas selling season with new Mac, iPod and possibly TV models.

With 45 days to launch, iPad already makes waves for eBook publishers, retailers

January 31, 2010

Analysis of:E-Book Pricing Put Into Turmoil | online.wsj.com

Macmillian fired the very first shot in a new digital war. Where prior battles led to lower average selling prices for music, movies and even applications, this one will likely lead to higher average selling prices for printed word media.As we noted last week, the 30% agency commission model made possible by Apple with its iTunes/iBookstore platform is a radical change in the industry which publishers are likely to embrace.

iPad likely to force Microsoft to lower royalties, Google to change strategy

January 29, 2010

Analysis of:Unexpectedly low Apple iPad price forces notebook vendors to re-evaluate their tablet PC strategies | www.digitimes.com

As noted in our prior article we see severe price pressure on potential competitors to the iPad along with the normal margin pressures seen by second tier suppliers such as Asustek.Our own findings are that Apple has created a difficult environment for supply side issue and the retail competitiveness of alternative products.

Apple iPad to sell 7.5 million units or more in 2010 - Amazon will lower Kindle

January 27, 2010

Analysis of:Steve Jobs Reveals New iPad Device | online.wsj.com

The industry now has a new format: a 'net tablet' and Apple is likely to own this segment for the foreseeable future.After audio, video and applications, Apple has turned to the printed word as its next market segment for conquest and is doing so with uncharacteristic force in setting its entry level model at a price point which will harm potential competing products.

WiMAX shall not meet its launch goals due to Wi-Fi and LTE deployments

November 11, 2009

Analysis of:WiMAX Poised for Portable Broadband Success | 4gtrends.com

In spite of immense investments by Intel to support start-up operations by WiMAX operators around the globe, the WiMAX standard has failed to meet even reduced expectations. The reasons are simple: the ubiquity of Wi-Fi devices, poor spectrum allocation by regulatory bodies, and reductions in CapEx by carriers to preclude WiMAX investment when LTE offers an easier path for upgrades.

HP acquisition of 3Com boosts HP Services Unit, adds VoIP strength and Juniper?

November 11, 2009

Analysis of:H-P to buy 3Com for $2.7 billion | www.marketwatch.com

Hewlett Packard has finally made its next move after making significant buys in software and services. After the failure to get approval to put 3Com under Chinese partner Huawei, the company needed to find a way beyond H3C, the combined enterprise business, to compete against Cisco, especially in the Americas and EMEA. With this deal, Hewlett-Packard will have placed its excellent ProCurve line, a favorite of resellers, alongside 3Com in more integration deals, which will move more revenue into the HP top from Cisco, and place HP in a good position to take advantage in the Enterprise and SOHO Voice over IP segments.Once settled, Juniper may need to look hard at partnering more deeply in order to align itself with a much stronger competitor against Cisco.

Entry level eBooks to retail under $149 by Christmas 2010

November 8, 2009

Analysis of:Marvell’s new chips will bring cost of eBooks to under $100 | venturebeat.com

While the recent announcement of improved integration of driver circuits into its existing embedded processor line by Marvell promises to eventually drive build costs under $100, it will likely be Plastic Logic and a number of second-tier computer suppliers that shall drive retail prices well under $149, even $99 by Christmas 2010.

Two giants of German Mobile cooperate to keep second tier players at bay.

January 2, 2009

Analysis of:D.Telekom and Vodafone combine to expand German VDSL | uk.reuters.com

Deutsche Telekom and Vodafone will try to place more distance between their leading market positions and other would-be convergence players.

Factory orders changes at Apple, Asustek have divergent causes

November 12, 2008

Analysis of:Apple and Asustek reduce notebook outsourcing by 20-30% in 4Q08, says paper | www.digitimes.com

Expected reductions in orders to OEM partners from Apple and Asustek are based in two very different circumstances. Apple is preparing for new product mix/categories while Asustek is preparing for new competition in key categories. The Asus brand is going on defense just as Apple prepares its newest product offensive.

Apple goes for a Fast Forward

November 10, 2008

Analysis of:Apple's Furiously Fast Future | www.technewsworld.com

Apple has indicated a willingness to accept lower margins. The indications are that it will start to control more of the "secret sauce" as it begins to develop specialised processing platforms for increased operational time and computational performance in its mobility products: the iPod, iPhone, and the likely netbook/touchpad platforms. The technology underpinnings will be able to drive higher performance computing in the fixed computing and portable computing platforms where the majority of users are not concerned by battery performance to the same degree as the smaller form factor products, most likely through a dual processor design incorporating an Intel processor, or possibly through full processor emulation on a new multicore PowerPC-type CPU platform.

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