It appears it's going to be an all out war between tech giants Apple (NASDAQ:AAPL) and Google (NASDAQ:GOOG), both of which reported blockbuster quarterly results, with Google reporting their results after closing on Thursday.
Apple considers Google their chief competitor in the tablet and smartphone market, as noted when Apple CEO Steve Jobs called them Apple's public enemy #1 several months ago.
Jobs said the Android platform and Google's stewardship of it was "disingenuous, fragmented, and cumbersome for developers and inconvenient for customers."
COO Tim Cook, who has taken over the day-to-day operations of Apple while Jobs is on medical leave, said recently that the Android tablets offered by Google are just "a scaled-up smartphone."
Analysts do agree Apple's most important competitor in these segments will be Google, and has cranked up the rhetoric in anticipation of an all-out war with them.
Showing posts with label Google Tablets. Show all posts
Showing posts with label Google Tablets. Show all posts
Friday, January 21, 2011
Tuesday, November 23, 2010
Citigroup (NYSE:C) Says Tablet Effect on Microsoft (Nasdaq:MSFT) Overestimated
Some analysts believe the effect on Microsoft (Nasdaq:MSFT) of tablet PC sales will be extremely detrimental to the software company, with some estimating a loss of $3 a share. Citigroup (NYSE:C) says they see that as overly pessimistic, and see losses at most of about $1 a share annually.
In a worst case scenario, if growth in the tablet PC market was 40 percent annually, Citigroup sees a potential cannibalization rate of about 70 percent and market share for Microsoft at about 15 percent.
That scenario would create about a $3 a share drop for Microsoft if it were to happen, according to Citi.
As mentioned though, Citi sees a loss of $1 a share the more likely consequences.
In a worst case scenario, if growth in the tablet PC market was 40 percent annually, Citigroup sees a potential cannibalization rate of about 70 percent and market share for Microsoft at about 15 percent.
That scenario would create about a $3 a share drop for Microsoft if it were to happen, according to Citi.
As mentioned though, Citi sees a loss of $1 a share the more likely consequences.
Monday, November 22, 2010
Apple (NASDAQ:AAPL) CDMA iPhone Sales Could Drop by 10 Million
Apple Inc. (NASDAQ:AAPL) will apparently be drastically cutting back on its production plans for a CDMA version of the iPhone, as RBS analyst Mike Abramsky said he's downwardly adjusting his sales forecast from 30 million units to 20 million units.
CDMA iPhones would be compatible with the Verizon (NYSE:VZ) wireless network. The CDMA iPhone is expected to be available for Verizon in the early part of 2011.
On the other hand, Abramsky noted it appears iPads are going to outperform during the Christmas season, and after, with about 40 million of them projected to be sold, or at least built.
Cannibalization from Apple Tablets and Google's (NASDAQ:GOOG) Android-based tablets remains a concern for the iPad.
CDMA iPhones would be compatible with the Verizon (NYSE:VZ) wireless network. The CDMA iPhone is expected to be available for Verizon in the early part of 2011.
On the other hand, Abramsky noted it appears iPads are going to outperform during the Christmas season, and after, with about 40 million of them projected to be sold, or at least built.
Cannibalization from Apple Tablets and Google's (NASDAQ:GOOG) Android-based tablets remains a concern for the iPad.
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