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  1. #7
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    Quote Originally Posted by Teehar
    Considering windows 8 prices I would guess they would be competing more with iOS than android.
    I have to agree.
    Apple and Microsoft are in the money-making business.
    (not sure what business Google/Android is in)

    Don't see Microsoft going for the low end.
    But if they do, watch out, Android!




    Wouldn't it be interesting if some day tablets had a BIOS like PCs ?
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  3. #8
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    Android is catching up because of their OS on a lot of devices that most people don't know about. Check out Big Lots adds or the drug store adds and you will see a lot of 7" devices.
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  4. #9
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    Re: Tablet Market Share

    Quote Originally Posted by Anole View Post
    I have to agree.
    Apple and Microsoft are in the money-making business.
    (not sure what business Google/Android is in)

    Don't see Microsoft going for the low end.
    But if they do, watch out, Android!


    Wouldn't it be interesting if some day tablets had a BIOS like PCs ?
    Google is an advertising, and if you look at their financials they're doing quite well.

    Android is a very healthy eco system and continue to achieve similar milestones that Apple has in about the same amount of time. Apple had a 1 year head start so when Apple makes a big announcement about X in the App Store or in devices sold you can figure that Google will either beat or meet it.

    as far as BIOS on tablets, no thank you. that's a 30 year old anachronism that needs to go away.

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  5. #10
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    Re: Tablet Market Share

    Quote Originally Posted by John Kotches View Post
    Windows RT wont have interoperability for a while, if ever. RT is ARM architecture not Intel. So all of the software and devices you're thinking of beyond things life keyboards and such isn't there.





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    I disagree, out of the box it has Office, a full USB port (keyboards, mice, printers, etc), Smart Glass to control/share content with 70 million Xbox 360s which are already used more for things like Netflix while at the same time maintaining their dominant gaming console status.

    Out of the box it will more easily fit into our 'stack' at home compared to my Touchpad and in some ways better than the iPad. The microSD slot is particularly nice also compared to the iCompetition.

    Despite being ARM based its hardly in a vacuum and not able to work with anything.

    I may be technologically inclined, but i don't think my use case is all that unique. The Pro version looks to be even nicer if it can deliver. We'll see.

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  6. #11
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    John, as a tech geek and an investor in these companies, I am often at odds with the common opinions of non- investors here in these tech forums.

    IMO, you are correct to state Google is an advertising company. IMO, Google's online advertising business model can never be compared to Apple. It is better, today, to compare with Facebook. While Google does develop OS Android, this is basically a lost leader for their ad revenue stream. Most recent qtr report issued by Google admits a problem in their ad revenue with the shift to Mobile advertising. The run up of it's stock in the recent past was mainly due to a misconception that Google had this under control. The loss of market cap with Facebook same time period was because a qtr ago, Facebook admitted they were having trouble with this. Then this most recent report Zuk stated they had gotten the problem under control and began to improve revenue on mobile. I have no doubt that Google will follow Facebook's lead in this and also resolve the technical problem of converting ads on mobile to $$. Time will tell on this.
    By contrast, Apple is not an advertising business at all. It is a hardware / software and apps company. Comparing these companies, IMO, is not appropriate at this time. If, in the future, Apple introduces it's own social media app and tries to monetize it with a big advertising business model, then yes, it will be in direct competition with Google and Facebook.
    Apple is planing to get into a new offshoot of itunes, streaming radio, and this is a direct target at Pandora.

    While we agree that Android is a very healthy eco system, this really has more to do with android device makers and app creators, than generating direct profits for Google. One problem I see is that as Facebook is a direct competitor for ad revenue and it runs on the android device, it, in essence is robbing Google of those ads. As an ex TV ad guy, I eagerly await to see how Google and Facebook handle this now that we are on the cusp of resolving the tech problems with monetizing mobile advertising. Meanwhile, Apple, is on the advertising revenue sidelines and has nothing to lose, only to gain, with Facebook monolithic revenue stream.
    Disclosure- I don't own any FB or Goog at this time. Apple is my main holding. I only state this so people will know why I seem to favor Apple. It's about the money, not their products.
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    Quote Originally Posted by Ramy View Post
    Android is catching up because of their OS on a lot of devices that most people don't know about. Check out Big Lots adds or the drug store adds and you will see a lot of 7" devices.
    true b ut sales for those low end devices are pretty small. I suspect that if their share is that high it is due to Kindle (an Android based tablet) and the Samsung/Toshiba etc tablets.

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