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iPad Isn't "Killing" Netbook Sales, According To Paul Thurrott
mantis2009 writes "Paul Thurrott, the prolific technology analyst and Windows expert, reacts strongly to an article highlighted on Slashdot. Thurrott takes numbers from IDC and the Wall Street Journal, indicating that netbook sales have not in any meaningful way been affected by sales of Apple's tablet computer, the iPad. Money quote: '[N]etbooks and sub-12-inch machines will sell 45.6 million units in 2011 and 60.3 million in 2013. If I remember the numbers from 2009, they were 10 percent of all PCs, or about 30 million units. Explain again how the iPad will beat that. Please. Even the craziest iPad sales predictions are a small percentage of that.'"
We should note that Paul here has both a vested interest in dogging on the ipad and a long history of making hyperbolic statements about how the iPad can't or won't succeed. Also, the original graph clearly showed the growth rate changing, a flow variable, not the number of units, the stock. If the growth rate drops off and is replaced by growth in iPads, how in the world is that not a takeover? What manufacturer will net into a market where the rate of growth is much less than it was even 6 months ago.
If you are assuming that the iPad took 25% of the netbooks market I bet you're wrong. I'm willing to bet that most of those people were not planning to buy a netbook in the first place. Maybe, I could grant that iPad owners had in mind to buy an electronic book reader, to the iPad might have taken sales away from Amazon and Sony.
"Netbooks have tried to bundle with 3G but I think it is safe to say it has been fairly unsuccessful."
I think it's fairly safe to say bullshit - might be true for your neck of the woods, but around here, bundling a 3G dongle is a big hit (EU - Denmark), in fact, such a big hit some of the big carriers are having trouble delivering the amount of bandwith needed.
The numbers look pretty grim for netbooks since the pre-iPad hype that dominated CES, and they get worse after the iPad introduction and worse again after the iPad shipped. But even so, I wasn't really sure that iPad was killing the netbook until Thurrott said it's not.
Thurrott was pro-tablet right up until Apple reinvented the tablet. Now he will be anti-tablet right up until Microsoft has an iPad copy for him to promote.
The guy is paid by Microsoft and Dell and has no credibility.
He whined and whined and whined about iPhone v1 and v2 not having "such a basic feature" as Copy/Paste and multitasking of 3rd party applications. Then when Microsoft announced they were killing Windows Mobile in 2009 and would be back in 2011 with "Windows Phone 7" which would lack both Copy/Paste and multitasking of 3rd party applications, Thurrott cheered them. So, keeping score: not having Copy/Paste in 2007-2008 during your first 2 years in the phone market is just totally inexcusable, while removing Copy/Paste in 2011 in your 10th year in the phone market is just fine, no biggie.
He also said of Steve Jobs' "Thoughts on Flash" that "he can't disagree more" with it. That shows Thurrott knows nothing about mobiles, where there is no FlashPlayer at all, and nothing about the consumer market, where vendor neutral standardized audio video is not just the norm, it's a religion.
To the actual issue of tablet versus netbook: it's clear that perceptions of the tablet and netbook have been changed, same as iPhone versus the smartphones of 2007. A month ago, HP released an HP Slate teaser video, then just recently they bought Palm and we hear the Slate has been canceled because Windows 7 is apparently not a mobile OS. (You don't say!?) Compared to a netbook, iPad is half the size, half the weight, double the battery life, and 1000 times sexier. It makes a netbook look like a pocket protector. Half the size and weight and double the battery life ... that just can't be argued with. Even with a small Bluetooth keyboard added, iPad is still much more mobile than a netbook. And you can use a 100% scale Bluetooth keyboard and get real typing done.
The netbook had fatal flaws anyway. If you're going to have a keyboard, make it 100% scale. Every PC maker CEO spoke out against netbooks, even when they were most popular. So it would actually be surprising if we could have this Year Of The Tablet in 2010 and not see the netbook be very much affected. Walt Mossberg said iPad replaced 80% of his notebook use in the first week, so where does that leave a netbook? He's a techie. For consumers it is even worse, they are finding iPad replaces 95% of their Mac/PC use.