iPad Copycats Just Don’t Get It….

The tablet “non-war” is becoming a rout.

  • Research in Motion:  Jim Balsillie, CEO of Research in Motion, in December said that RIM is “just well ahead on the PlayBook, well ahead internationally, and extending very very well.” [My 2 cents: Ridiculous statement considering that RIM hasn’t shipped one unit and that Apple will be shipping the second revision of the iPad  in 2 weeks.]
  • Samsung: “As you heard, out sell-in was quite aggressive…around two million.  In terms of sell-out, we believe it was quite small.”  Samsung VP Lee Young-hee  [My 2 cents: In other words, we built it – but no one is coming.]
  • Motorola: Motorola Mobility Holdings Inc. Chief Executive Officer Sanjay Jha told a Morgan Stanley conference that the Xoom tablets have started “relatively well.” [My 2 cents: A few people are kicking the tires, but nothing to report yet.]

To everyones surprise, Steve Jobs was center stage today announcing the iPad2.  Rhetorically, he asked the question – will this be the year of the copycat?  Later in the presentation he made the following statement:

This is worth repeating. It’s in Apple’s DNA that technology is not enough. It’s tech married with the liberal arts and the humanities. Nowhere is that more true than in the post-PC products. Our competitors are looking at this like it’s the next PC market. That is not the right approach to this. These are post-PC devices that need to be easier to use than a PC, more intuitive.

In other words, copy us if you must-  but it won’t matter.  The secret sauce is not in the specs.

The following video gives some insight into Apple’s secret sauce.

Disclosure:  Long AAPL.

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  • jagmohan swain

    What happened to your RIMM is dead theme u were singing when it was trading at 42.It’s trading now at 65.Are you still short and sticking to RIMM is dead thesis??

  • Still think they are dead, but haven’t been short since September…

  • Rimm will never be dead – their corporate customer-base is too robust.

  • Nick

    Michael, I love your site and what it provides. I stumbled on to it from Seeking Alpha and I’m glad I did. Please continue your work! I’ll recommend it to all my friends.