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:
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* Microsoft CEO Steve Ballmer took the stage for the company's final C.E.S. keynote, which mostly played up eccentricity and flash over substance, including an appearance by Ryan Seacrest and a "Tweet Choir" (see video above) that sang Microsoft- and CES-related tweets. Ballmer did make mention of progress on the MOREJP Mangalindan, Writer - Jan 10, 2012 11:19 AM ET
Suddenly the smartphone in your pocket doesn't seem so hot.
Motorola's(MMI) Atrix was certainly the standout product of CES but I'm still waiting for some first hand usage before I'm ready to declare it a winner. The Atrix has a 4" 960x540 qHD display, dual core NVidia Tegra chip with 1GB of RAM. If those seem more like low-end computer specs than smartphone specs, it is no surprise then that the MORESeth Weintraub - Jan 28, 2011 3:36 PM ET
On the anniversary of the iconic tablet's unveiling, the ranks of its imitators is swelling
It's been one year to the day since Steve Jobs unveiled the iPad, and to mark the occasion we're reposting, below the fold, the most compete list we've seen of the tablet computers unveiled at the Consumer Electronics Show in Las Vegas three weeks ago.
It comes courtesy of CES director of research Shawn Dubravec via the MOREPhilip Elmer-DeWitt - Jan 27, 2011 11:03 AM ET
Apple's acting chief dismisses them as "heavy," "bizarre" and nothing but "vapor"
The biggest surprise in the earnings results Apple (AAPL) released Tuesday has to be the number of iPads it shipped in its Christmas quarter: 7.33 million, up nearly 75% from the 4.19 million sold in the previous quarter.
Given how many me-too products were displayed or announced at the Consumer Electronics Show in Las Vegas last week -- more than MOREPhilip Elmer-DeWitt - Jan 19, 2011 10:22 AM ET
Google will start to push mobile services that help, before you even ask.
When Google (GOOG) Instant was released, everyone was impressed at how fast search results came back, usually before you finished typing. But Google wants to bring you results before you even type.
Google and Android's next big thing is contextual discovery.
Imagine looking at your mobile device and, based on your location, time of day, past behavior and maybe even the characters MORESeth Weintraub - Jan 6, 2011 2:08 PM ET
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At CES, Microsoft CEO Steve Ballmer revealed the company's plans to expand its motion-based Xbox 360 Kinect controller, which has already sold more than 8 million units, beyond gaming. Users can expect hands-free navigation of Netflix and (finally) Hulu Plus, as well as body motion capture for a new feature called Avatar Kinect, which will map the MOREJP Mangalindan, Writer - Jan 6, 2011 8:45 AM ET
I'm not so sure Google wanted it to be released like this but here you go...
Notables include the Google Talk video chat, the new UI and the integration of Books, Youtube, Gmail and Google's other properties.
The video was briefly posted to YouTube in the Android developers account, then taken down. Android Police then reposted it and Google has yet to pull it from YouTube since the cat is now out MORESeth Weintraub - Jan 5, 2011 5:49 PM ET
Dozens of tablets! Dual-core processors in your phone! LED backlighting for everyone! Live in 3D, with the inevitable pounding headache! Here's our preview of what's coming out of Vegas this week.
Take your typical Best Buy (BBY) store and multiply it by 100,000. Next, throw in quarter-mile long lines for everything food-related. Add the unmistakable arrival of the adult entertainment industry. Combine all that, and you pretty much have a feeling MOREMichael V. Copeland, Senior Writer - Jan 4, 2011 11:45 AM ET
The new products would put the leading HDTV maker in the Android camp.
Vizio was already planning to introduce a GoogleTV at CES this week. Now it appears they have some other Google (GOOG) products on order. The WSJ reports that they plan on revealing a 4-inch cell phone and an 8-inch tablet.
The Irvine, Calif., company said its first mobile phone, to be called Via Phone, will have a 4-inch screen, a front-facing MORESeth Weintraub - Jan 2, 2011 11:36 PM ET
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