iPad mini?

Bryancd · April 20, 2012, 09:41:02 AM

Winner, winner, chicken dinner! Sometimes giving consumers too many choices is very disruptive to a market. Apple won't likely want to break their tablet markewt into too many slices. Some may want a 7" iPad, but if one's not offered, they will buy the standard size and move on.

Jobydrone · April 20, 2012, 11:05:05 AM

What do you believe you've won?

Dangelus · April 20, 2012, 11:07:22 AM

I listened to that Appslappy too but I wouldn't go as far as saying I'd prefer the 7" to the regular iPad but I don't travel with it. Now if I did I may prefer the 7" to an iPhone perhaps.

I think it's safe to say that if it happens it will sell TONS. It's Apple, it's iOS and it's well made.

Bryancd · May 15, 2012, 07:32:35 AM

Pacific Crest Securities analysts just on CNBC saying he thinks we will see an iPad mini even before an Apple branded TV. Still highy skeptical.

Rico · May 15, 2012, 08:28:33 AM

Sure Bryan - listen to CNBC and not us! ;)

Bryancd · May 15, 2012, 08:33:31 AM

I think I understand what is driving this. It's not that people en masse are clamoring for a smaller form factor. It's really a question of price. There's the low end market that wants a $300 iPad. The problem/question is should Apple cater to that market. By doing so they can increase revenues but at the cost of product cannibalization. Fracturing a market that right now doesn't want to be fractured per se.

Dangelus · May 15, 2012, 08:36:48 AM

I'd better register http://www.ipadmini.com

;)

X · May 15, 2012, 09:07:37 AM

Quote from: Bryancd on May 15, 2012, 08:33:31 AM
I think I understand what is driving this. It's not that people en masse are clamoring for a smaller form factor. It's really a question of price. There's the low end market that wants a $300 iPad. The problem/question is should Apple cater to that market. By doing so they can increase revenues but at the cost of product cannibalization. Fracturing a market that right now doesn't want to be fractured per se.

On the flip side, having a lower cost model would pull others into the Apple world and allow them to use their mini purchases as leverage for needing to buy a larger unit with more storage space. I think that Apple could pretty easily sell the mini at a lost and pick up the profits within their market place. They could in theory turn the Kindle Fire's model against Amazon and still get their 30% off of everything sold.

The question to me is do they want 30% of potential purchases by lowering the entry cost, or do they want Amazon and other tablet makers to continue to increase their foothold?

Bryancd · May 15, 2012, 09:30:08 AM

They will NEVER sell a product at a loss. They are a high margin vendor, always will be.

X · May 16, 2012, 07:10:07 AM

Quote from: Bryancd on May 15, 2012, 09:30:08 AM
They will NEVER sell a product at a loss. They are a high margin vendor, always will be.

True enough. If they do come out with a mini, I'm sure that the specs in line with their current model and they could sell low cost minis and turn a profit if they aren't using the latest generation of chips and hardware. It would also position them for the release of a better unit the next year in keeping with their slight upgrades each season.

Bryancd · May 24, 2012, 10:14:25 AM

Google is about to announce a 7" tablet to compete in the $200 market against Fire and somewhat Nook. Goes well with their recent aquisition of Motorola Mobility. Like I said in that thread, Google is looking to get into the hardware business. I think this would likley make Apple less inclined to also have a 7" tablet. They own the high end and may want to conitunue to differentiate themselves and own that market.

Bryancd · June 05, 2012, 09:34:55 AM

Topeka Capital, who have a $1001 multi year price targte on Apple, say iPad mini aimed at the education market in September. I would be more inlcined to agree with them if they didn't have that price target....

Bryancd · June 27, 2012, 12:08:38 PM

Still more rumors of a Sept. 7" iPad launch today as part of the Nexus 7 introduction among analysts.

Bromptonboy · June 27, 2012, 02:39:46 PM

Quote from: Bryancd on June 27, 2012, 12:08:38 PM
Still more rumors of a Sept. 7" iPad launch today as part of the Nexus 7 introduction among analysts.

The Neo-Newton?

Bryancd · July 05, 2012, 06:41:34 AM

And now they are taking 8" form factor. At this point, I have to manage Apple assuming this release will happen as it's being priced favorably into the shares. If they don't announce this, that would be received as a net negative. Still suggesting an end of year release. I'm ont sure what they gain doing 8" vs. 7".