Thursday, May 6, 2010

iPad the Cannibal

Turning an iPad over in his hands, my teenage son said disparagingly, "I don't get why Apple made this thing."

Evan was about to open my eyes to another point of view on the iPad -- that of the existing Apple fans.  He continued, "I carry my MacBook with me everywhere.  Why would I want an iPad?"

That is probably a very good point: existing MacBook owners will stick to their Apple notebook computers.  They probably would not consider switching to an iPad or having an extra device.

As an Apple iPhone user, however, I easily convinced myself to purchase the iPad.  The iPhone is great as a phone and a small 3G-enabled mobile computer when necessary.  The iPad, on the other hand, was a big step beyond the iPhone and would serve different purposes. 

What about iTouch users?  Without a phone, they really just own a tiny version of the iPad.  I see existing iTouch owners moving to the iPad; people who might have purchased the iTouch in the future will strongly consider buying an iPad instead.

Today in a CNNMoney.com Fortune article, Philip Elmer-DeWitt wrote that the iPad not only cannabilizes Apple's iTouch product, but the entire netbook market as well.  Philip got his insight from a Morgan Stanley study released on Thursday by Katy Hubert.

In their March 2010 survey, Morgan Stanley found that 44% of American consumers interested in buying an iPad would make that purchase instead of a netbook or notebook computer. The survey also shows that the iPad cuts into the sale of the Apple iTouch, eReaders, desktop computers, and handheld videogames.

I don't think that Apple will mind cannibalizing its iTouch business when there is so much more to gain with the iPad market.

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I am a project-based software consultant, specializing in automating transitions from legacy reporting applications into modern BI/Analytics to leverage Social, Cloud, Mobile, Big Data, Visualizations, and Predictive Analytics using Information Builders' WebFOCUS. Based on scores of successful engagements, I have assembled proven Best Practice methodologies, software tools, and templates.

I have been blessed to work with innovators from firms such as: Ford, FedEx, Procter & Gamble, Nationwide, The Wendy's Company, The Kroger Co., JPMorgan Chase, MasterCard, Bank of America Merrill Lynch, Siemens, American Express, and others.

I was educated at Valparaiso University and the University of Cincinnati, where I graduated summa cum laude. In 1990, I joined Information Builders and for over a dozen years served in regional pre- and post-sales technical leadership roles. Also, for several years I led the US technical services teams within Cincom Systems' ERP software product group and the Midwest custom software services arm of Xerox.

Since 2007, I have provided enterprise BI services such as: strategic advice; architecture, design, and software application development of intelligence systems (interactive dashboards and mobile); data warehousing; and automated modernization of legacy reporting. My experience with BI products include WebFOCUS (vendor certified expert), R, SAP Business Objects (WebI, Crystal Reports), Tableau, and others.