Thursday, October 28, 2010

How the New MacBook Air, Slate Define Apple and HP

This might seem like a weird comparison and perhaps it is, but if you think about Apple's new MacBook Air and HP's Slate, these high-profile products say a lot about how Apple and HP approach their markets. Both likely will make it into business, the first likely over the objections of IT organizations that haven’t yet blessed the Mac, and the second in planned adoption in markets like real estate and health care. One product will likely sell very well, the other not so much and both are overshadowed by the iPad.


The Market

The hot products in the market at the moment aren’t PCs, they are mobile devices. Amazon is selling a ton of Kindles, Apple a massive number of iPads, and the latest iPhone and Android devices are competing aggressively for mindshare. In fact, if the charts here are to be believed and trends hold, the market share for Apple’s new iOS devices (iPad, iPhone, iPod Touch) will pass that of PCs in about two years. Touchscreens are in, tablets are in and clamshell designs and traditional computers are out. Yet Apple’s big release was a clamshell notebook and HP’s was a tablet, so you’d expect this to be reversed.
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