iPad Observations

Quick thoughts:

It is a Big iPhone

Looks nice, but more evolutionary than revolutionary.  Price better than expected, but still won’t be racing out to buy one. Expectations were impossible to meet, but Apple gets a lot of blame for setting them so high.

hat tip Engadget

Flash in the Pan?

I thought after inadvertently showing that Flash didn’t work on the Time web site (above), they were setting up a reconciliation with Adobe.  Guess not.  Was this an intentional nose-thumbing at Adobe or is Jobs less scripted in demos than we all assume?

The Dumb Pipe

Even though it was greeted with derision, Apple’s deal with AT&T for 3G data service is significant.  No doubt part of a broader negotiation between the two companies, the iPad data plans set a bar for other operators to meet or beat on price, quota and lack of contractual commitment.  AT&T, along with other operators around the world, end up more removed from the customer and one step closer to being not just a dumb pipe, but an invisible dumb pipe.  It will be interesting to see the terms and conditions and to what degree AT&T gets brand awareness.

Rumors of Kindle’s Death Greatly Exaggerated

Apple seemed a little faint-hearted in their commitment to iBook – they threw it out there but seem ready to do an AppleTV-style “its just a hobby” repudiation if it doesn’t pan out.  Kindle is first and foremost a bookstore and available across an ever increasing number of devices, including the iPad from the day it ships.  Publishers used Apple to get Amazon to drop their cut to 30% but Amazon still has way more leverage over publishers than Apple does (assuming publishers still care about selling those ink on paper books).  And Apple seems to have conceded consistent pricing, which of course was fundamental to iTunes’ success.  The publishers will get greedy and undermine the platform.

And I wouldn’t write off Kindle as a device.  It has a price advantage, the screen is easier on the eyes and it has a huge advantage in battery life – I can fly to Asia and back for a week on a single charge.  And I’ll bet we get a new one for the holidays this year.

Media Salvation

Much false hope has been raised on this front – newspapers and magazines, you still have your work cut out for you.  There is also some weirdness in Apple’s iBook store with what looks like a New York Times icon built in (below).  Strange choice as it makes enemies and given the New York Times’ business savvy (or lack thereof), their deep embrace is a bearish indicator for the device.

Hat tip Engadget

Apple’s Cloud Strategy Still Missing in Action

USB sync?  Color me underwhelmed but am sure they are working furiously on this.

What else did I miss?

4 thoughts on “iPad Observations

  1. Bill Hill

    1024 x 768 screen…122pixels per inch. Apple’s (less sophisticated) ClearType clone is likely to have text slightly blurred at the edges. May not be noticed at first sight, could be an issue for sustained reading. Wish they’d gone with the 133ppi of the MacBook Pro – although even with that I prefer reading text running Windows.

  2. Charles

    I yield to you on all things on-screen reading. I can’t see reading for long periods on the iPad (or any backlit screen) the way you can on e-ink.

  3. Jamey

    No multi-tasking?Seriously?No surfing and IM at the same time?.No streaming Zune tunes (via the Web) and Web surfing?It’s just a large iPod Touch. (not an iPhone)That said, it’s from Apple so it will sell lots of units.As for Amazon, they are in the content business.I see the Kindle as a way to prime their content market (which as you point out works fine on iPods (both Maxi and Mini sized).Amazon will make their money either way.

  4. Charles Torre

    I agree that this device is a natural evolution of the iPhone/iPod and that it makes sense for Apple to evolutionize their already-successful app business strategy – closed device platform with Internet app store and simplified(unified) app dev experience. The fact that there are 150,000+ apps ready and waiting for an unreleased device is pretty damned impressive… Apple nailed the breadth app story. They deserve kudos for sure.While everybody seems to focus on what the iPad _doesn’t_ have, it’s pretty damn clear that the iPad has revived dying consumer interest in tablet computing, generally. As a consequence, the iPad could be the best thing to happen to one of Microsoft’s hidden (frozen) fringe businesses (TabletPC) for a long, long time. Of course, the introduction of the iPhone should have started the TabletPC engine sooner…

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