If tablets are computers, Apple's share of the global market now dwarfs its competitors
Deutsche Bank's Chris Whitmore came away from this year's Consumer Electronics Show in Las Vegas unimpressed with what Apple's (AAPL) rivals had to offer in the way of tablet computers:
"2011 was supposed to be the year of the Android tablet. One year later, Android tablets have failed to meet expectations and for the most part have been unsuccessful. This year, tablets had a much smaller presence as vendors appear to be placing greater emphasis on Windows 8. We expect Windows 8 ARM tablets to ramps slowly as most Apps require rewriting for ARM-based tablet hardware. We remain skeptical that Win 8 tablets will gain much traction this year (App rewrites take time / developer ecosystem support). As a result, we expect the move away from Android tablet investment and a slow ramp of Win 8 tablets to create a favorable competitive backdrop for Apple's forthcoming iPad 3."
As if to underscore his point, Whitmore's note to clients Friday included the above chart, showing what IDC's picture of the global computer market would look like if the tracking firm counted tablets as computers.
UPDATE: Outsider's Sebastian Peistch has discovered a major flaw in Whitmore's graph. When correctly drawn, he says, the chart should look like this:
New analysis suggests the payoff could be seven fold greater if it holds out for a win
In a note to clients issued Monday, Deutsche Bank's Chris Whitmore lists four possible outcomes of the patent wars being fought in courts around the world between Apple (AAPL) and the Google (GOOG) Android ecosystem:
1) settlement with per unit license fee paid to Apple;
2) a more favorable outcome where Apple handicaps Android's feature MORE
An analyst expects Apple to launch both an iPhone 5 and a mid-range iPhone 4S
For much of the spring, the reporters who cover Apple (AAPL) have been arguing among themselves about what to call the new iPhone they expect the company to introduce in September.
Some call it the iPhone 5, to match the iOS 5 operating system Apple unveiled to developers three weeks ago.
Some, anticipating that the new device will MOREPhilip Elmer-DeWitt - Jun 27, 2011 7:15 AM ET
If you throw tablets in the mix, Apple just became the U.S.'s No. 1 computer maker
"The iPad," writes Deutsche Bank's Chris Whitmore in a note to clients issued Monday, "is driving a rapid, unprecedented shift in the structure of the computing industry."
To illustrate that point, Whitmore has taken a chart of domestic personal computer market shares over the past seven quarters as measured by IDC, which doesn't consider tablets to MOREPhilip Elmer-DeWitt - Oct 18, 2010 7:46 AM ET
Competitors may "fall flat" in user experience and struggle to undercut Apple's prices
Deutsche Bank's Chris Whitmore has surveyed the tablet computer scene and concluded that things do not look good for the iPad's competitors.
"We believe Apple's lead in the tablet market will prove difficult to close by the onslaught of competing products coming over the next several quarters," he writes in a note to clients issued early Monday. "Ultimately, we MOREPhilip Elmer-DeWitt - Oct 4, 2010 8:53 AM ET
Steve Jobs' latest iteration of the set-top box gets mixed-positive reviews on Wall Street
Piper Jaffray's Gene Munster:
We see the new Apple TV as a meaningful change in Apple's efforts in the digital living room. The addition of new content, such as Netflix, in combination with the $99 price (down from $229), will drive higher unit volumes compared to the the previous version of Apple TV. We MOREPhilip Elmer-DeWitt - Sep 2, 2010 12:49 PM ET
If you count tablets as notebook PCs, Apple just passed Asus, Lenovo, Toshiba and Dell
Apple is usually considered an also-ran in the global PC market.
But the chart at right, taken from a note to clients issued Friday by Deutsche Bank's Chris Whitmore, tells a very different story.
Whitmore believes that investors will increasing include tablet computers when assessing market share trends, and this diagram illustrates what that might look like.
Starting with MOREPhilip Elmer-DeWitt - Aug 2, 2010 7:49 AM ET
A slowdown in daily sales has some investors worried about fourth-quarter results
To support his contention that the press had blown the iPhone 4's antenna issues wildly out of proportion, Steve Jobs announced at his July 16th press conference that Apple (AAPL) had sold "well over" 3 million units in three weeks.
That sounds like a lot. But is it?
Not compared with the astonishing 1.7 million iPhone 4s -- including pre-orders -- MOREPhilip Elmer-DeWitt - Jul 19, 2010 7:51 AM ET
Selling 'em as fast as they can make 'em, according to a survey of 100 retail outlets
Deutsche Bank's Chris Whitmore did his homework last weekend.
First he waited in line for nearly four hours at Apple's (AAPL) flagship San Francisco store to buy his own pre-ordered iPhone 4 ("Apple provided lunch and bottled water which was unexpected and well appreciated," he says). And then he and his colleagues contacted more than MOREPhilip Elmer-DeWitt - Jun 28, 2010 6:51 AM ET
With the stock setting new records, analysts' prediction are following suit
In his second note to clients in as many days, Deutsche Bank's Chris Whitmore raised his price target for Apple (AAPL) to $375 -- the highest we've seen to date.
"Apple is beginning the strongest product cycle in the company's history, led by the iPad and iPhone 4 release later this week," he writes.
"Initial demand for the new iPhone is incredibly MOREPhilip Elmer-DeWitt - Jun 22, 2010 10:38 AM ET
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