As long as Apple sells a boatload of the iPad Mini (or whatever it's going to be called), so what?

What is not being said is that Apple consistently has trouble producing enough product for the demand, especially over the holidays. So, I suspect that, while the mini will move some people away from the iPad, there will be many people lining up for the iPad who might have gone with one of the alternatives if the iPad was out of stock. I think the Mini will have a far greater negative impact on the Android market.

Hmm. So many people will choose to buy one size of iPad over another rather than purchasing a complete nesting set. Well, thank you, Vroomfondel.

Originally Posted by msuper69

As long as Apple sells a boatload of the iPad Mini (or whatever it's going to be called), so what?

Well, let's see, if you're an analyst, and you were projecting Apple to sell 10 million iPads over this quarter, then this analysis is to basically let you know "Hey, adjust your iPad numbers accordingly".

Because in mid-January, when apple goes to release earnings, and everyone was using 10 million iPads as the anticipated sales numbers, and they come in lower, the stock price will take a hit (for the stock price takes into account the number of items expected to be sold by the person buying the stock). So this is to get those anticipated numbers in alignment to reality, not to what Apple wants you to think they should be (for if it were up to apple, I'm sure they'd project they'd sell a couple hundred iPads, and maybe a thousand iPhones, so they can be sure to blast past their estimates).

If the iPad mini will cannibalize that many iPads, imagine what it would do to the rest of the tablet market.

Yup. An iPad Midsize will scramble the midsize market.

Originally Posted by msuper69

As long as Apple sells a boatload of the iPad Mini (or whatever it's going to be called), so what?

$249 is a lot less than $399.

The first rule of cannibalization:

You better cannibalize your own product or your competitors will do it for you.