We ’ve heard from some technical school learned person , but now for the tangible question : What did the Wall Street analyst have to say about the iPad miniskirt ?
The stock market response to Tuesday ’s announcement was “ Totes not impressed ” ( or just “ carryall guide some revenue ” ) , but the analysts by and largeseem to have their heads screwed on rightfor once .
Sterne Agee ’s Shaw Wu :
We continue to believe iPad mini is the competition ’s worst incubus and probable to drive incremental volume .
Wow ! stiff words , Shaw . What say you , Baird ’s William Power ?
The start damage of $ 329 is somewhat above our $ 299 expectations , though is likely supported by the strong feature and capableness relative to 7 in Android devices in the market .
Well put . Sure , we ’d like it lower , but the serious selling pad of paper on the market just get cheaper . That ’s godsend everyone can enjoy . permit ’s go to Topeka ’s Brian White :
The iPad mini was the virtuoso of today ’s show and we believe the ware will be an absolute homerun for Apple with the 7.9 inch display , 23 % thinner than the iPad 4th contemporaries and 53 % lighter .
rest home . runnel . A dinger . Out of the park . Touch ‘ em all , Apple .
Well , this is all moderately irrefutable . allow ’s keep going . Hey , how about you , Trip Chowdhry of Global Equities ?
fundamental take aways : invention at Apple is over …
[ record scratch ]
Buh - whaa ? Come again , Trip ?
Just incremental improvements , nothing ground breaking . The ripe is over for Apple . iPad mini is playing catch up to Google Android , belike will have a mediocre customer adoption .
Uh , hey , Trip , prompt the Macalope how much tab grocery share “ Google Android ” has . confessedly , it ’s hard to tell because Google ’s so lofty of how well the Nexus 7 is selling that the companionship wo n’t tell us how many it ’s sold . Same matter with Amazon , which does n’t report gross sales of the Kindle Fire . While the horny one is sure the Kindle Fire line of reasoning is selling better than the Nexus 7 , it ’s also not “ Google Android . ” The mostfavorableestimates of pill market share for “ Google Android ” have it at half the iPad ’s share .
And “ second-rate customer adoption ” , huh ? Then the700 percent step-up in iPad resalesafter the result must be from people fed up with Apple and switching to those innovational “ Google Android ” tablets , huh ?
The Macalope supposes that getting your rear end kick in the 10 - inch space , then subdue the size to 7 inches and the gain margin to non - real is akindof innovation , but it ’s not exactly something to be bragging about .
