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Intel Corporation Message Board

  • analysis101vp analysis101vp Jul 23, 2013 7:26 PM Flag

    So Apple missed iPad numbers big time.

    Analysts are all over this cannibalization story.
    Yet the poster child for tablets (the iPad) dropped 14% in year over year sales.
    While their Mac group only dropped 5%.
    Mac sales dropped by 200,000 units.
    While iPad sales dropped a whopping 2.4 Million units.
    So are tablets really cannibalizing PC the way analysts want us to believe?
    And if iPads are losing market share to other tablet makers, Intel is a very strong company to provide
    chips for those Android or Windows based tablets.
    If I had an iPad, I would not see the reason to upgrade it unless it had some very nice and powerful capabilities.
    Which ARM based processors cannot provide.

    Sentiment: Strong Buy

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