Dear Anyone Else Who Thinks They Have A Chance In The iPad Market,
You don’t. The iPad is the fire that sucked all the oxygen out of the room. Apple zigged and you guys are still trying to figure out what a zag is. It’s sad really, to see companies that were once at the top of the NASDAQ stumble around digging for pocket change in your high-end sofa cushions.
It is time to stop looking and, like HP, face a simple truth – you can’t win playing the iPad game. Because it is not the tablet game. It is the iPad game. And you can’t make those. You can’t even manage to make something as good as those, at least not at that price. Apple has the channel locked up price wise. Tim Cook saw to that. You will never be able to build at the same cost they do and produce anything even close. And let’s just skip the whole integrated end-to-end platform discussion because you guys are just not built that way.
Apple did not beat you with the iPad. They beat you with the iPad market. A market they created out of the ashes of burning netbooks, low cost laptops, and PCs that no one really liked or wanted in the first place. There simply was no other option at the time available for them to buy otherwise. Apple created that option.
This whole thing is worth reading. It is hands-down the best plain-English analysis of the
tablet iPad market I have read yet.