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Understanding the tablet phenomenon--- Commentary: Shakeout in the sector will begin next year
MarketWatch ^ | Oct. 22, 2010, 1:32 p.m. EDT | John C. Dvorak

Posted on 10/22/2010 1:30:06 PM PDT by Ernest_at_the_Beach

BERKELEY, Calif. (MarketWatch) — Not everyone ran off to buy a tablet computer the minute they arrived. I still do not have one, although when I get my hands on one I play around with it, and see that it would come in handy as an e-reader or large GPS device to help me navigate the Berkeley Hills looking for garage sales.

Other than that, I cannot see a need for the thing. I’m not the only one.

The devices now have been out long enough in the current iteration for us to understand their usefulness. Their utility is simple, and partially explains why the Kindle from Amazon.com Inc. /quotes/comstock/15*!amzn/quotes/nls/amzn (AMZN 169.20, +0.07, +0.04%)  was not as impacted as predicted earlier.

H-P starts selling Slate tablet

Hewlett-Packard releases a touch-screen device that runs Windows, becoming the latest computer maker to jump into the fray.

Pads are reading devices, plain and simple. Folks who use the iPad a lot all say that they are gorging on newspaper and magazine content constantly on the devices. They are information junkies.

Yes, there are apps and games, but it is information and content that seem to be the focus — as well as the fact that there is prestige in wandering around with the device, some sort of badge of honor.

The road warriors who I talk to now take tablets along with their laptops on trips. Almost all of them have tried to travel only with the pad computer, and most have resorted to toting both.

(Excerpt) Read more at marketwatch.com ...


TOPICS: Business/Economy; Computers/Internet; Music/Entertainment; TV/Movies
KEYWORDS: apple; hitech; ipad; johncdvorak; johndvorak

1 posted on 10/22/2010 1:30:14 PM PDT by Ernest_at_the_Beach
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To: Ernest_at_the_Beach
Shakeout in the sector will begin next year

Probably right after Apple releases the second generation iPad.

2 posted on 10/22/2010 1:32:40 PM PDT by newheart (Please don't shoot at the thermonuclear weapons. --Vic Deakins)
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To: ShadowAce; Swordmaker

fyi


3 posted on 10/22/2010 1:34:28 PM PDT by Ernest_at_the_Beach ( Support Geert Wilders)
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To: newheart
Sell Intel short and buy futures on ARM.

And that company putting out the Inkpad Adam with that now very interesting duo display...not sure any has anything on the market as yet.

That display may be the real winner.

4 posted on 10/22/2010 1:37:27 PM PDT by Ernest_at_the_Beach ( Support Geert Wilders)
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To: Ernest_at_the_Beach

ARM? Arvin Meritor?


5 posted on 10/22/2010 1:42:31 PM PDT by Frantzie (Imam Ob*m* & Democrats support the VICTORY MOSQUE & TV supports Imam)
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To: Frantzie
New ARM Processor Ready to Usher in Next-Gen Devices
6 posted on 10/22/2010 2:09:18 PM PDT by smokingfrog (Because you don't live near a bakery doesn't mean you have to go without cheesecake.)
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To: Ernest_at_the_Beach

Please be more specific. I don’t know what your talking about? Is ARM a company, a stock abbreviation? Clarify please


7 posted on 10/22/2010 2:22:37 PM PDT by STD (He walks like a duck, he talks like a duck, yo' mama married two of the duckers, U a duck Boy!)
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To: STD; Frantzie
It is a Company that has designed most of the processors in the Smart phones...the Apple iPod and iPad uses a processor based on the ARM design and the iPad chip comes out of the Samsung chip foundry.

Guess ARM stock abbreviation belongs to someone else....here is a news item:

ARM Holdings Unit Signs License Deal With Microsoft

Looks like they are on Nasdaq under

ARMH


8 posted on 10/22/2010 2:34:52 PM PDT by Ernest_at_the_Beach ( Support Geert Wilders)
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To: All
From yahoo:

ARM Holdings plc (ADR) (Public, NASDAQ:ARMH)

Stock chart at the Yahoo link.

9 posted on 10/22/2010 2:37:15 PM PDT by Ernest_at_the_Beach ( Support Geert Wilders)
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To: All
Info:

**************************************

ARM Holdings plc (ARM) designs microprocessors, physical Internet protocol (IP) and related technology and software, and sells development tools. ARM licenses and sells its technology and products to international electronics companies, which in turn manufacture, market and sell microprocessors, application-specific integrated circuits (ASICs) and application-specific standard processors (ASSPs) based on ARM’s technology to systems companies for incorporation into a variety of end products. ARM also licenses and sells development tools directly to systems companies and provides support services to its licensees, systems companies and other systems designers. ARM’s principal geographic markets are Europe, the United States and Asia Pacific. It operates in three segments: Processor Division (PD), Physical IP Division (PIPD) and Systems Design Division (SDD).

10 posted on 10/22/2010 2:40:35 PM PDT by Ernest_at_the_Beach ( Support Geert Wilders)
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To: Ernest_at_the_Beach; ~Kim4VRWC's~; 1234; 50mm; Abundy; Action-America; acoulterfan; AFreeBird; ...
Predicting the future of Tablet computing — PING!

Please!
No Flame Wars!
Discuss technical issues, software, and hardware.
Don't attack people!

Don't respond to the Anti-Apple Thread Trolls!
PLEASE IGNORE THEM!!!


Apple iPad Ping!

If you want on or off the Mac Ping List, Freepmail me.

11 posted on 10/22/2010 4:15:45 PM PDT by Swordmaker (This tag line is a Microsoft product "insult" free zone!)
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To: Ernest_at_the_Beach; Swordmaker
Pads are reading devices, plain and simple. Folks who use the iPad a lot all say that they are gorging on newspaper and magazine content constantly on the devices. They are information junkies.... The road warriors who I talk to now... have tried to travel only with the pad computer, and most have resorted to toting both.
I don't have any interest in the iPad, it's neat, and if I traveled a lot I'd want one for the maps and light surfing. Tonight I checked out the new Air, specifically the 11" model. Keyboard is acceptable, the only difference from the 13" keyboard is the top row and cursor pad is squeezed down just a tad (not from side to side, top to bottom) I'd guess because of the need to pack the insides so tight. The screen is beautiful, but I think it might be too small for my tired old eyes. So, if I had a choice to make for travel, I'd get the Air before I'd get the iPad; and I still have a big lump in my shorts for the 17" MB Pro.

If I hit the huge-ass MegaMillions tonight, I'll be picking it up tomorrow, and probably have a horrible accident while I'm at the store and take home three or four other things, y'know, because I'm not always going to be on the road...


12 posted on 10/22/2010 7:15:09 PM PDT by SunkenCiv (The 2nd Amendment follows right behind the 1st because some people are hard of hearing.)
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To: Ernest_at_the_Beach

You betcha it’ll happen! There are what, half a million of so-called apps for smartyphones and pads? Who needs them, who uses them, who pays for them, who invests in the companies who write these (mostly) games?


13 posted on 10/22/2010 7:19:31 PM PDT by Revolting cat! (Let us prey!)
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To: Swordmaker

Even John Dvorak does not understand the iPad yet, wow. I’ve had mine for ~3 months and am still thinking of various uses for it. The iPad is a game changer in the business world, with many possibilities in various niche markets (e.g. remote field staff, medical/dental, delivery people).

Google “iPad” and “business” and see the results, and visit http://www.apple.com/ipad/business/profiles/ I use it at work for mtgs, it’s perfect. I take notes, respond to email, and connect to our network to open up Word, Excel, PPT, PDFs, etc as needed. And yes, I can remote in to my work laptop at my desk if need be, but that is not required very often. Dvorak is wrong.

Combine the business use with it’s strong appeal as a home entertainment/lightweight notebook and I can agree with some projections of 48 million iPads sold by Apple next year. That’s $30 billion in sales for a product introduced 7 months ago. An AMAZING homerun by Apple.


14 posted on 10/23/2010 5:15:48 AM PDT by Ted (http://sinema7.net)
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To: Ernest_at_the_Beach

Dvorak doesn’t get it again, this must mean iPad is just a flash in the pan.

This is his story and he’s sticking to it, until someone other than Apple gets a viable product out there. Then, lightbulb time, a miraculous conversion in a blinding intuitive flash, to him at least.


15 posted on 10/23/2010 5:36:11 AM PDT by RegulatorCountry
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To: Ted
"...iPad-Mac incompatibilities"

this is from the article: whadyya think he means(I'm Mac user W/O iPad). If he's essentially or 100% wrong, no response needed. TX

16 posted on 10/24/2010 4:03:59 AM PDT by 1234 ("1984")
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To: RegulatorCountry
The Macintosh uses an experimental pointing device called a 'mouse'. There is no evidence that people want to use these things.

One of my favorite quotes from Dvorak, mid 1980's...

17 posted on 10/24/2010 11:28:55 AM PDT by LearnsFromMistakes (Yes, I am happy to see you. But that IS a gun in my pocket.)
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To: LearnsFromMistakes
Beleaguered Mac users had great sport mocking Dvorak back in the bad old 800 pound gorilla Microsoft days. He was clueless then and he's clueless now.
18 posted on 10/24/2010 11:36:52 AM PDT by RegulatorCountry
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To: 1234

: )


19 posted on 10/24/2010 1:13:12 PM PDT by Ted (http://sinema7.net)
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