"There is a lot more to Tuesday’s introduction of a new version of iPad with 128GB memory by Apple.
The uninitiated simply dismissed the introduction of 128GB as nothing more than the evolutionary process of Apple adding more memory. Such commentators are myopic and are looking only at the consumer market as it exists today. The reality is that Apple’s introduction is a defensive move against an onslaught by Haswell in the corporate market.
iPad is the leader in the corporate market but the lead is in danger of slipping away to Haswell based devices. Haswell is the code name for an upcoming microprocessor architecture. Haswell will replace the currently popular Ivy Bridge architecture by Intel. Haswell is expected to come close to the ARM architecture by ARM Holdings used by Apple iPads.
Apple’s press release about the new iPad introduction made it apparent that the device was directed at the corporate market by extensively highlighting AutoCAD by Autodesk.
My research and analysis shows that the growth rate of the larger iPad in the corporate market is slowing. Part of the problem is that iPad does not run all of the software that corporations need. Most notable is Microsoft Office. Microsoft just launched Office 2013 without support for iPad.
How important is Office? Just take a look at these statistics:
$24 billion in annual sales
Over 1 billion emails a day
Data in petabytes using Office
Microsoft will introduce Surface Pro based on Haswell and so will the likes of Hewlett-Packard and Dell. Haswell is expected to generate a flurry of detachable designs that can be used as a standalone tablet or a tablet with a key board – all with the power of a PC and ability to run most programs that corporations use.
Unless Apple innovates at a faster clip, or is able to negotiate with Microsoft for Office support on iPad, Apple is in serious danger of losing its lead in tablets in the corporate world."
Sentiment: Strong Buy
How does this writer think that re-releasing the same tired product albeit with more internal Fixed) storage, that this will defend against far superior business solutions that have no artificially installed limitations on their storage capacity. This writer seems more brain dead than the average Apple fanboi. The most loyal of fanboys are not even buying into Apple's arrogant self-serving attitude! How's that smaller form factor iphone5 connector doing for you? You know the one that offers NO benefit (same performance, same internal form factor, etc,..), while at the same time obsoleting all of their beloved customers' docks, chargers, you name it, requiring them to buy all new hardware!
If ever a company deserved to crash and burn for no other reason than their attitude, Apple rates right up there with Microsoft.
If office on a tablet was so important in the enterprise then Win RT would have actually sold enough to NOT seem like a joke. 1 million at best. Truth is that most people use a thin client to access exchange from their tablet or phone. Nobody really needs that kind of productivity software in a tablet. As for your argument about other 'legacy' software nobody real wants that either and in fact if they did they'd have a hard time using it as the windows os takes up 60 percent of storage on a 64 gb pro device. Windows pro will do little for intel. You're argument is BS!
No iPad is in the performance class of a tablet with an Intel Core processor. A Core-based tablet is more like MacBook-class performance. The new iPad starts at just under $800 and goes to $929 and certainly there will be Core based tablets in that price range. Above $900 even Apple's own Macbook Air will compete against the iPad and be more capable.
And iPad will not just compete against Haswell-class tablets, it will compete against Atom-based tablets that runs full W8 plus MS Office and support enterprise networking and authentication. Lenovo's Thinkpad 2 tablet with 10 inch display sells for $611 today, and there are many more makes and models arriving to the market - both Atom and Core.
Surface Pro will launch Feb 8 in NYC and it will probably do well, but the most successful tablets and convertibles will probably come from manufacturers other than Microsoft.
"If office on a tablet was so important in the enterprise then Win RT would have actually sold enough to NOT seem like a joke. 1 million at best. Truth is that most people use a thin client to access exchange from their tablet or phone."
[Give me a break. RT was never going to be a contender in enterprise. Never... ]
"Nobody really needs that kind of productivity software in a tablet."
[Nobody like you. I might not do a lot of spreadsheet work on a tablet but I still want full access for occasional use...]
"As for your argument about other 'legacy' software nobody real wants that either and in fact if they did they'd have a hard time using it as the windows os takes up 60 percent of storage on a 64 gb pro device."
[Saying nobody wants it is not an argument, butkus. A lot of people will want to use legacy software. Why do you think backwards compatibility has been an issue just about forever? And it has a USB port if storage gets to be an issue.]
"Windows pro will do little for intel. You're argument is BS!"
[It will take someone more capable than you to refute it. Buh bye now basher boy...]
Sentiment: Strong Buy
Based on the statistics of the BYOD revolution, the best option before the IT big-wigs in this scenario (Office not supported on iPad) is to basically transition fully to the cloud and rely on the Google enterprise productivity sweet that includes Google docs. With the abundant bandwidth available at enterprise IT installations, running your document preparation software off of the cloud may not take a big hit from its native counterpart. Given that iPad have been around for quite w hile now, it's likely they've figured out how to stay productive without needing the laptop (the Haswell solution) in several cases. But, where cost is no object as maybe the case at several Enterprises since their loaded with money, Haswell is the clear winner. It'll be interesting to watch this enterprise rivalry play put in 2013.