Archive for June 30th, 2010

June 30, 2010

Apple, Market Laggard

Apple today announced that it sold its three millionth iPad™ yesterday, just 80 days after its introduction in the US. iPad is a revolutionary and magical product that allows users to connect with their apps, content and the Internet in a more intimate, intuitive and fun way than ever before. (June 22nd Apple Press Release)

Revolutionary? Magical? Are we talking about the iPad? The dirty screened, awkward-to-carry, odd-sized, camera-less, phone-less, text-less tablet. Try editing an EXCEL spreadsheet on an iPad. You need more than magic. You need an act of god.

Sorry Steve. Yes, a step forward. Yes, a brilliant marketing move. (Apple has defined a new market, and is forcing its hapless competitors into a catch-up game.) But this is not revolution. In fact, by some measures, the iPad is regressive. You left behind convergence (no telephone, text, or videochat capabilities), and you shied up way from the true target of the revolution, the TV.

Steve, unfortunately, Tim Beyers got it right in his open letter to you:

Dear Steve,

It’s time to end the charade. Apple TV was never a hobby, and it isn’t one now. You need to stop talking as if it is, because you’re out of time. Smart TV is here. Apple will either lead this market or be left behind. (By Tim Beyers  June 22, 2010)

Well, you retort…what about the millions sold! What about the wisdom of crowds.? Could so many be wrong?  Of course not, Apple is hot now. But mass hysterical acceptance of a new product is a poor predictor of future durability of a trend. Remember the Hula Hoop:

Wham-O trademarked the name Hula Hoop…and start manufacturing the toy in 1958….Twenty million Wham-O hula hoops sold for $1.98 in the first six months.

So back to the iPad. It is a transitional device, destined for your junk drawer. (Make room iPod shuffle.)  Either Apple moves decisively to conquer the living room, the large format screen, broadcast TV, or we will look back with our fascination with all things Apple in the same way that we now look back at the Hula Hoop.

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