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Summary:

The hoopla has settled down and we all get a moment to step back and think about the no longer mythical iPad. Apple is adding another store to the iPad world, and they are counting on iPad customers clicking the Buy Now button for big bucks.

iPad

The hoopla has settled down and we all get a moment to step back and think about the no longer mythical iPad. Apple has rolled out the next genre of computing device in its lineup, and it is a cross between the MacBook and the iPhone. Well, if you take the screen off the MacBook and shoved the iPhone’s guts inside then you’d get the iPad.

Kevin did a good job summarizing the specs of the iPad, which is basically a 9.7-inch iPod Touch. Or an iPhone without the phone call bits. As the prophecy foretold, the iPad uses a chipset made by Apple based on the ARM core. It runs at 1 GHz, basically the same performance we see in the Qualcomm Snapdragon processor in smartphones. That should be plenty of horsepower for the iPad.

It’s too early to predict how successful Apple will be selling the iPad. It’s pricier than other solutions, and it may not be an easy sell to non-geeks. That said, Apple is going to make millions off the iPad. Hundreds of millions.

As expected, the iPad is being pitched as an e-book reader among other things, and Steve Jobs giddily announced the launch of the iBooks app. The app is standard e-book reader fare with support for the ePUB format, and it is backed by the brand spanking new iBookstore for purchasing digital books. This puts the iPad in competition with the likes of the Amazon Kindle and the Barnes & Noble Nook, with a notable exception — Apple already has the customer base on launch day.

The most significant thing Jobs said at the iPad press event had to do with the sales numbers of the iPhone and Macs. He casually slipped in that since Apple has already sold 75 million iPhones, millions of Macs and millions of iPods, then the user base for the iPad is staggering. How staggering? He stated that Apple already has 120 million credit cards on file for the iPhone App Store and the iTunes Store. Think about that for a moment. There are already 120 million active customer accounts in the Apple online universe. Even if Apple only sells a few million iPads, those customers likely already have accounts in the store.

The iPad has three stores onboard, the App Store, iTunes and now the iBookstore. Customers can buy content with a simple tap on the iPad screen since Apple already has their credit card ready to charge. And these customers are already accustomed to buying things from the Apple store on their devices. So they can resume buying music from iTunes, apps from the app store and now books from the iBookstore. Apple is going to make a fortune off iPad customers; every single one of them. Now you understand why Jobs believes the iPad is the greatest thing he’s ever done. Apple has not launched a new product from such a position of strength before.

Related Research: “Rumored Apple Tablet: Opportunities Too Big to Ignore

  1. I was very interested in what they had to say about content. It is the content deals and the music, movie and book stores that I am most interested in. I agree 100% that it is the strength of these stores that let us buy what we want, when we want for a price that is generally quite inexpensive. Kindle, iPhone, Nexus One, iPad they all benefit greatly from the ability to buy the content we want right then and there.

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  2. Couldn’t agree more. Well thought out my friend.

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  3. The application universe for this device will be immense. We are certainly interested in an Oysterdock derivative for this device. I just wish I had a single processor core option, i.e. the pad as docking screen device so I simply use it to expand the screen real estate on my iphone. That way my laptop stays at home.

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  4. I agree that this will be big, and by the 2nd generation, it will be enormous. The price points plus the data plan make this an incredible step forward.

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  5. borax99 (AlainC.) Wednesday, January 27, 2010

    Nah, my reaction to the iPad boils down to meh. Now that nifty little HP tablet (suspiciously similar form factor) looks sweet, especially running Windows 7. If that device has decent battery life, I would seriously consider it. Besides, it’s likely to have *some* form of onboard USB connectivity …

    Wonder when it’s going to be available?

    *sigh*

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    1. Didn’t the HP tablet come out first? Didn’t HP have the TC1100 years ago? I think that Apple doesn’t get credit for this form factor, so there is NO “suspiciously” at all. HP did it first in both cases. Just my opinion :-)

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  6. It’s too big for my needs. I’ll wait and see what the HP Tablet specs out to be.

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  7. I really wanted to see the Pixel Qi Display on this device. It would offer better battery life and a Kindle like display. Maybe in the iPad 2.

    http://jkontherun.com/2010/01/08/pixel-qi-displays-the-future-of-e-readers-and-netbooks/

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  8. it mentions that the ipad will be in direct competition with Amazons kindle but i thought there was a move on for apple to become the OS host on the kindle? is this not the case?

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  9. No-one seems to mention the issue with using the lcd screen to read books for a lengthy period of time. It’s not e-ink, it’s not pixel qi, it’s not liquivista and it’s not mirasol.

    I, for one, love eink for reading books and think there is still a market for dedicated ereaders.

    Come on Kinde V3 with Mirasol in Sep 10

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    1. I’m glad at least someone gets this. This is all about e-ink. Imagine what people do with an iPad: paying hundreds of dollars to do almost everything they can do on an iPhone, and then read books by staring into a backlit screen.

      Jesus, just buy an iPhone and a Kindle. It’s about the same price, the same size, and you don’t destroy your eyes.

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      1. Sorry, the iPhone plus Kindle isn’t about the same price as the iTamp; it’s significantly cheaper, because the proper comparison is the 3G + Wifi iPad, which starts at $629. A 16GB iPhone is $199, plus $259 for a Kindle = $458.

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    2. I sort of agree about the eReading part.

      This device is pretty solid, the UI looks great and it seems extremely responsive and fast.

      You are right. A glossy LCD screen is not good for reading ebooks. I can’t see myself staring at another LCD to read when I stare at an LCD for almost 10 hours a day to begin with. Way too much eye strain.

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    3. I don’t think the iPad is a Kindle or e-book killer by any means. As long as e-book readers last for days between charges and have a free data connection, while the iPad has neither, there’s a market for e-book readers. I can even see why someone would want both a Kindle and an iPad with complete data synchronization on the Kindle app.

      It’s too esoteric for me to know about, but it does seem like the iPad threatens Amazon’s bottom line on e-book sales.

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    4. I think the people who compare tablet pc’s, UMPC’s with ebook readers using e-ink techology are the people who have not seen the readers in action. Not charging your device for many weeks, clear viewing under low light or direct sun are themain benefits of dedicated reader. Comparing them is apples and oranges. However, Apple is pretty good on commercializing people’s ignorance to technology and they might manage to market it as a reader.

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  10. So much hype for a larger iPhone. I really was expecting a bit more ‘wow’. However, I’ll probably still buy one as I don’t have an eReader.

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    1. The iPad is not an e-reader. It has an LCD screen. It is not e-ink. Please recognize the difference and remember this. Also note the price difference. $259 for a Kindle and $499 for the iPad (without 3G)

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    2. I see that Apple marketing is already working on you. The (max)iPad is not an eReader since it doesn’t have an e-ink display. You will still strain your eyes as much as any other non e-ink tablet out there right now.

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