cannibalization

cannibalization

Markets: Google's Woes Show Mobile Isn't Just a Facebook Problem

iPad Mini cannibalization may add just 3M to Apple's tablet sales, says analyst

www.computerworld.com
An aggressive iPad Mini cannibalization rate could add as few as 3 million tablets to Apple's bottom line in what is shaping up to be a record total for the quarter, an analyst said today....
iPad Mini cannibalization may add just 3M to Apple's tablet sales, says analyst

Apple's Next iPad Could Sport A Slimmer Shell, Take A Page From The iPad Mini Playbook

techcrunch.com
Apple’s next iPad might look like an enlarged iPad mini, according to new pictures received by 9to5Mac that claim to represent the device’s new back casing. The pics aren’t “verified,” the blog says, but 9to5Mac’s track record is solid, with another example that it generally posts good info coming earlier...
Apple's Next iPad Could Sport A Slimmer Shell, Take A Page From The iPad Mini Playbook
Peak Mac - Will Apple ever sell 5 million Macs in a quarter again?
iPad Mini: ramping for 4 million units/month in September?

The iPad Mini's Cannibalization Effects: Overpowering Or Overblown?

techcrunch.com
The iPad mini seems downright hungry, and it has a taste not just for other small tablets on the market, but for its larger brethren, the iPad with Retina Display. Or at least, that’s what some analysts are saying, with expectations of the iPad mini’s cannibalization effect on existing iPad sales ranging...
The iPad Mini's Cannibalization Effects: Overpowering Or Overblown?

Nobody "Goes Online" Anymore

allthingsd.com
A large survey of Internet users found that they say they spend fewer hours per week online than did a year ago. Wait, really? Well, it’s a matter of perception. This was a Forrester survey, and people were asked how much time they spend using the Internet. On average, they...
Nobody "Goes Online" Anymore

iPad Mini a Fine Young Cannibal

allthingsd.com
Render by Martin HajekIf Apple ships the smaller iPad it’s expected to debut next week in time for the holidays, it will almost certainly sell a bunch of them. Analysts predict December quarter sales of the so-called iPad Mini to range between five million and six million units, assuming a...
iPad Mini a Fine Young Cannibal
AmEx’s new local offers pose threat to Groupon
Analyst fears PC sales may decline 'for years to come'

PC Sales Go Into a Tailspin

online.wsj.com
Cannibalization by tablets, sluggish economic conditions and slowing sales in emerging markets led third-quarter PC shipments to fall more than 8% from a year earlier....
PC Sales Go Into a Tailspin
Universal Music UK exec says Spotify doesn't hurt sales, digital revenues nearing parity
Apple's Tim Cook Sees "Huge Opportunity" For iPad In Mac Cannibalization

'A little cannibalization' of Macs from Apple's iPad seen as 'a good thing'

www.appleinsider.com
While sales of the iPad are replacing Mac purchases for some customers, one new analysis concludes that's a good thing, as growth and market share opportunities for tablets provide more potential for Apple....
'A little cannibalization' of Macs from Apple's iPad seen as 'a good thing'

iPad Mini & iPad Shipments: Q4 2012 Estimate based on Supply, Latent Demand & Cannibalization

www.tech-thoughts.net
With the launch of the iPad Mini and 4th Generation iPad, iPad sales are set for another holiday surge. Since we've already estimated cannibalization & latent demand for the iPad Mini, we can use these as inputs for estimating total iPad shipments for Q4 2012. Estimating iPad shipments for Q4...
iPad Mini & iPad Shipments: Q4 2012 Estimate based on Supply, Latent Demand & Cannibalization

Impact of tablets to drag PC unit growth down to 1%

www.appleinsider.com
Riding on strong sales and adoption rates tablet cannibalization of the PC market has been greater than expected, causing analysts to lower PC unit growth expectations for the 2012 and 2013 calendar years to one percent....
Impact of tablets to drag PC unit growth down to 1%
Baidu's Mobile Strategy Is Actually a Cloud Strategy, and It Could Be a Winner

Intel Reports Earnings Today, Facing Lots of Big Questions

allthingsd.com
Chip giant Intel will be reporting quarterly earnings today after markets close for trading in New York. The report is coming amid a moment of high uncertainty for Intel. For one thing, there are questions about CEO succession. Current CEO Paul Otellini (pictured) surprised everyone in November when he announced...
Intel Reports Earnings Today, Facing Lots of Big Questions

As iPhone Growth Slows, Apple's iPad Sales Surge

allthingsd.com
After weeks of negative speculation on the Street, Apple hit its numbers in its second-quarter earnings released on Tuesday. The stand-out product this time around, however, wasn’t the iPhone — usually the darling of consumer tech sales estimates. It was the iPad. Apple sold 19.5 million iPads during the second...
As iPhone Growth Slows, Apple's iPad Sales Surge
Nvidia CEO: Consumers realize a great tablet is better than a cheap PC

iPad Sales Hurt Mac Sales, But That's Actually Good Thing For Apple (AAPL)

www.businessinsider.com
Tim Cook admitted in an earnings call last month that there has been "some cannibalization" of Macs by the iPad, but one noted Apple analyst argues this may actually be a good thing for the company. Piper Jaffray analyst Gene Munster wrote in a research note Wednesday that the trend...
iPad Sales Hurt Mac Sales, But That's Actually Good Thing For Apple (AAPL)

Apple's Next Mega-Product, The iPad Mini, Is Already Struggling With Delays (AAPL)

www.businessinsider.com
Apple still has a trick up its sleeve to end 2012. The iPad mini, a smaller iPad, is expected to be announced this month. However, Apple is struggling to manufacture the iPad mini, says Kirk Yang at Barclays. Yang says "iPad mini mass production could be experiencing some delays," because...
Apple's Next Mega-Product, The iPad Mini, Is Already Struggling With Delays (AAPL)

Stats: Apple's Mac lineup not immune to iPad effect

www.geekwire.com
Apple will report its quarterly earnings Tuesday afternoon, providing the latest glimpse into the sales of the company’s main iPhone, iPad and Mac product lines. One underlying question: How much will the iPad cut into Mac sales? The shift in consumer spending toward the iPad and other tablets has been...
Stats: Apple's Mac lineup not immune to iPad effect

Dell Shares Crash on Earnings Miss, So It Makes An Acquisition

allthingsd.com
Shares of Dell are getting whacked today on the heels of a quarterly earnings report that fell short by only a little, but which revealed the depths of the complexity of the PC-to-enterprise pivot that is central to the turnaround that CEO Michael Dell has been trying to engineer for...
Dell Shares Crash on Earnings Miss, So It Makes An Acquisition

Tim Cook addresses the 'Apple would never' crowd, saying it will make anything except a crappy product

thenextweb.com
One of the most common cries of the Apple commentary game is that ‘Apple would never’ do ‘x’. Whether that’s a larger iPhone or a smaller iPad or a cannibalization of their own market with a similar product, the common refrain is that Apple as a company would shy away...
Tim Cook addresses the 'Apple would never' crowd, saying it will make anything except a crappy product

BEWARE: The iPad Mini Is Going To Hammer Apple's Regular iPad Business (AAPL)

www.businessinsider.com
Apple's forthcoming iPad Mini could take 15 per cent of sales away from the full-size iPad, according to analysts. The new tablet is expected to be announced by Apple in California next Tuesday. Little is known about it except that it will probably have a 7.85-inch screen - slightly smaller...
BEWARE: The iPad Mini Is Going To Hammer Apple's Regular iPad Business (AAPL)

Apple Captures 20% of PC/Tablet Market in Q4 2012

www.macrumors.com
As with last year, Apple again led the PC market in sales if tablets and traditional personal computers are combined, according to research firm Canalys. In the 2011 holiday quarter, Apple sold 15 million iPads and 5 million Macs accounting for some 17% of the total 120 million units shipped...
Apple Captures 20% of PC/Tablet Market in Q4 2012

Dell proxy lays out damned-if-we-do, damned-if-we-don't quandary

gigaom.com
No wonder Michael Dell (and friends) want to take his company private.  According to the company’s proxy, Dell must invest heavily in tablets — where Dell has thus far fallen short — and other areas to get competitive. But investing heavily is just the sort of thing that spooks shareholders...
Dell proxy lays out damned-if-we-do, damned-if-we-don't quandary

On Legacy iPhones and Cannibalization

allthingsd.com
By continuing to sell legacy iPhones after the debut of the device’s latest iteration, Apple, which has long catered to the higher end of the markets it plays in, is extending its reach to price-sensitive consumers. That’s a great way to spur iPhone adoption, but is it a source of...
On Legacy iPhones and Cannibalization

Carriers cap LTE services to avoid fixed-line cannibalization, says IEEE's Saracco

www.computerworld.com
Roberto Saracco isn't buying carriers' claims that they need to put caps on their LTE services due to excessive traffic causing massive engineering challenges....
Carriers cap LTE services to avoid fixed-line cannibalization, says IEEE's Saracco
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