Quote:
Originally Posted by GGG
I think one big question is that are the 3 million Ipads being sold to new or existing customers. I suspect alot of those are new customers entering the tablet market. The problem is that most people might only replace tech every 3 years or so so once the initial market is saturated the opportunity for growth is limited to increasing market share.
The smart phone market is almost saturated, the tablet market is well on its way to being saturated. So what is going to drive this new growth.
Just look at ipod sales which have fallen significantly the last 2 years because thy hve reached maturity and are being replaced by other devices. So if apple doesnt come out with the next thing there is little more expansion that they can do in the current product line
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Smart phones have not saturated, in fact, they are one of the things that make analysts think will push APPL to $1T.
Intel, I know, designs their products to last 18-24 months. Though not confirmed, I'm told AMD follows a similiar line of thinking. Most in the industry expect products to be replaced every 3 years, and thats how a lot of companies make decisions.