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This is incredibly short sighted. One of the key issues here is with the iPad. The notion that iPad sales will cannibalize Apple computer sales. This will surel
by bjtitus 15y ago
This is incredibly short sighted. One of the key issues here is with the iPad. The notion that iPad sales will cannibalize Apple computer sales. This will surely be the case whenever people are no longer buying laptops and a tablet can fulfill their every need. Although none of this has been observed yet. People are NOT replacing their computers with tablets and I don't see that shift happening for at least another 3-5 years. Apple is clearly gearing up for another push into mobile computers with the Macbook Air (it is quickly becoming the "next generation" laptop and will help to boost laptop sales).
Let's say this idea that tablets are replacing laptops is true; then you need to look at market share values. Apple has said time and time again on earnings calls that iPad sales are not so much cannibalizing their own computer sales as stealing market share from competitors. The PC market is much larger than Apple's share and the iPad is priced much more in line with low end PCs than higher end Apple laptops.
TLDR; Assuming tablets do replace laptops for a significant number of people (which I refute). More people are replacing their low end PCs with iPads than their higher end Mac laptops.
- rphlx 15y agoI agree on this point, but I think the overall argument -- that Apple will have a very hard time growing 30% a year in 2-3 years -- is pretty solid.