iPad: Gateway drug to Mac addiction?

Summary: The iPad is not a notebook replacement - although many will use it that way - but the high-end of Apple's wildly successful iPhone OS (iP/OS) product line. Will it be a bridge to Mac use by millions of iP/OS users?

The iPad is not a notebook replacement - although many will use it that way - but the high-end of Apple's iPhone OS (iP/OS) product line. The iPad's form factor is less important than the 140,000 cheap iP/OS apps and the 75 million people already using iP/OS.

Eye on the wrong ball Commentary on the iPad announcement has centered on its potential as a notebook computer replacement. But that is backwards: the iPad is an iP/OS device and is an upgrade for iPhone OS users.

Why is that important? Apple has sold some 75 million iPhone OS (iP/OS) products between iPod touches and iPhones. And they're selling more -- 10,000,000+ more -- every quarter.

If 10% of the iP/OS users upgrade to the iPad in the next year, that's a ~12 million unit total market. Not bad, as Apple sold a mere 3.36 million Macs last quarter versus 8.7 million iPhone's + only-Apple-knows-how-many - but maybe more than the iPhone - iPod Touch.

The halo effect iP/OS has introduced tens of millions to Apples user interface design, App store, iTunes, Safari, touch I/O, Apple pricing and the pleasures of a well-designed, always-on, wireless handheld computer. Will there be a halo effect for the Mac?

Hello! Of course.

It wasn't long ago that observers debated the iPod's halo effect. If people liked the iPod would that lead them to buy Macs?

No one is debating the halo today. Mac sales have continued to rise despite a global recession and average sale prices double those of their Windows competitors.

But wait, there's more That is just the beginning. The iPad has the form factor and battery life that make it attractive for all sorts of walking around business apps in warehouses, hospitals, construction sites, shop floors and stores.

For example, those handheld scanners that package delivery firms use? They cost $1500+. Ruggedize an iPad with a silicone skin, add a Bluetooth scanner and get more functionality for half the cost.

The Storage Bits take iP/OS systems aren't a notebook replacement. They are the latest version of the handheld computer market that Palm pioneered in 1996 - and that Apple's Newton muffed in 1993.

Despite the impressive numbers of iP/OS devices, they don't guarantee iPad success. Apple has problems communicating the iPad experience ("magical" really, that's the best they could do?) which is disturbing. But if it succeeds, Mac sales will follow.

Whether it succeeds or fails, the iPad does raise the bar for the rest of the industry. All of us will benefit from that.

Comments welcome, of course.

Topics: Laptops, Apple, Hardware, iPhone, iPad, Mobility, Networking, Operating Systems, Software

About

Robin Harris has been messing with computers for over 30 years and selling and marketing data storage for over 20 in companies large and small.

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70 comments
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  • Utter Drivel.

    And can be completely summed up with his last comment

    "Whether it succeeds or fails, the iPad does raise the bar for the rest of the industry. All of us will benefit from that."

    Excuse me? What incentive is there for the rest of industry to "raise the bar" from a failed product that wasn't their own?

    This authors' post is nothing but pure and utter drivel and demonstrates a complete lack of insight into the aspects of business.

    If my competitor fails with a product this is hardly motivation for me to work harder now is it.
    Bozzer
    • Not at all.

      The Newton was a failure in the marketplace, yet it led to the Palm Pilot,
      which really was a game changer.
      msalzberg
    • Welcome to the computer industry

      Since you're new here, you probably haven't noticed that most
      successful computer industry innovations build on prior, usually less
      successful, products. Before Google there was Yahoo and before
      Yahoo there was Alta Vista.

      There were dozens of computer systems before the IBM 360 family
      took the world by storm in the in 1960s, dozens of PC vendors before
      the IBM PC took off, several LAN file systems before Novell and, oh
      yes, many smartphones before the iPhone.

      Observant people - do you know any? - who build products do, in
      fact, look at what has gone before to try to understand what worked
      and what didn't. Whether Apple sells 1 or 50 million iPads, you can be
      sure that people at Google, Microsoft, Dell, Palm, Nokia, Acer and
      many more will analyzing the product and consumer reaction to it in
      detail to glean what lessons they can.

      That is how real businesses do it. Observe and learn.
      R Harris
      • Uhhh... no

        >>There were dozens of computer systems before the IBM 360 family took the world by storm in the in 1960s<<

        No, there weren't - at least at any level worth considering. There was the IBM 1401 (4k) and that's about it for business.

        Computerization at the business level basically commenced with the 1401 series in the early 60s. There was absolutely no wide-spread computerization prior to that. That lasted a couple of years before the 360 series made an impact.

        >>dozens of PC vendors before the IBM PC took of<<

        Wrong again. There were a couple of CP/M systems and a sparsity of dev tools. Development on CP/M really started only in the late 70s (about 1977/78). When "IBM" DOS was introduced, there was an immediate switch, because of the name, "IBM" and the perceived reliability.

        >>several LAN file systems<<. Again, quite wrong. '83 was the year of the LAN. DOS systems pervaded business and local connectivity was needed. Novell was the first. Sure, they may have been some minor players, but they had no influence at all.

        In all cases, need was the motivator, trust clinched the deal.

        Get your facts right, please.
        no_axe_to__grind
        • @no_axe_to_grind

          "No, there weren't - at least at any level worth considering. There was the IBM 1401 (4k) and that's about it for business."

          Yes, there was, IBM was the "new kid" on the block so to speak. Remington for example, had a mainframe that was much faster and better than IBMs. The big difference was IBM matched up their mainframe to existing tabulating machines that made theirs much less expensive than Remington's replace everything approach. Cheaper and droves of salesmen is what made IBM in those days.

          http://www.freebase.com/view/en/remington_rand
          https://www.unisys.com/about__unisys/history/index.htm
          Axsimulate
          • Agree, but the point is...

            Remington had few sales and very, very little penetration into the business market. I recall them in the mid 60's as contenders while all around IBM was scoring sale after sale.

            The author would have us believe that "go-befores" set the standards on which other platforms were built, and it just ain't so. Those were innovative days - there were few precedents (I don't want to get into DOS/CP/M similarities and whether PCDOS was copied or whatever - that's been discussed endlessly), just a lot of people recognizing needs and building solutions.
            no_axe_to__grind
        • That is really beside the point...

          which was that manufacturers do indeed look at competitor's products no matter if they succeed or fail as to to avoid the pitfalls or refine their own approach to greater success with their product. Which was the point that Bozzer somehow missed... along with the fact that the iPad is not a flop or failure.
          athynz
        • You proved Robin's point for him ...

          So, how does example after example of products that were flops to moderate successes that were later superceded by companies and products that learned from those failures serve to refute the original point?

          You don't even make any sense.
          RationalGuy
        • Um, yes they do

          ">>There were dozens of computer systems before the IBM 360
          family took the world by storm in the in 1960s<<

          No, there weren't - at least at any level worth considering. There was
          the IBM 1401 (4k) and that's about it for business. "

          That's just total garbage. Even IBM had predecessors, such as the 7000
          series. But to totally write off the likes of UNIVAC, who created the
          industry, and NCR, Control Data, Burroughs, and Honeywell, and the
          ubiquitous General Electric is just to engage in revisionist history. All
          these companies had commercially successful machines in the
          mainframe market.

          ">>dozens of PC vendors before the IBM PC took of<<

          Wrong again. There were a couple of CP/M systems and a sparsity of
          dev tools."

          Bull. From the TRS-80 to the TI-99, Coleco ADAM to the Atari 400,
          the various machines from Sinclair/Timex and Commodore, not to
          mention Apple, there most certainly were multiple PC vendors prior to
          the IBM PC, and they were in no way all CP/M systems either.
          Nor was the switch in any way "immediate."

          Finally, claiming that Novell was the first, and that, conversely, no
          machines were locally networked prior to NetWare is just simply
          absurd. They may have been the first commercial success, but saying
          that simply PROVES Robin's point. It in no way bolsters yours, as
          others have already pointed out.

          "In all cases, need was the motivator, trust clinched the deal."

          And in all cases of commercial success, they built upon the endeavors
          of others, both their successes as WELL AS their failures. Claiming
          otherwise is just ridiculous.

          "Get your facts right, please."

          Indeed.
          SpiritusInMachina
      • What?!

        So assuming the iPad tanks (and personally I don't see that
        happening) then other maker will "try harder"? You're kidding right?
        They won't think "there's a product category even Apple couldn't make
        a success - we'll avoid that"?

        Now the examples you point out were all products that were
        successful! Sure the later iterations were even more successful, but
        they built on success.

        Now there are exceptions, of course, it the product failed for a
        particular reason then, sure, you might address that than release
        something similar - but total flops, hardly inspiring...
        jeremychappell
    • Drivel

      That 'drivel' is what Palm based their success on for years. Newton was a
      marginal success, yet by demonstrating the viability and vision of a PDA
      a whole industry succeeded. Now wipe that drivel off your chin for not
      having better insight into business models.
      dheady@...
    • RE: iPad: Gateway drug to Mac addiction?

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  • But I do have to agree with Robin on one thing...

    It is indeed an upscale and less mobile iPhone OS device and little more (e.g. not a serious productivity tool). That's actually a very good point that is lost on most around the industry.
    ibarskiy@...
    • Is it?!

      I'm not sure it is an "upscale" iPhone (or iPod Touch). The point of
      these products is their "pocket-ability". Sure the OS is a scaled up
      version of the iPhone OS (Which is OS X, with the "Mac experience"
      replaced with something suitable for a touchscreen device) but the
      whole form-factor is totally different, this product will be used in very
      different ways to the iPhone.

      The iPhone is something you'd use in "short bursts" you might look
      something up, or send an email - not settle into a chair for extended
      use (for one thing the battery life doesn't allow that). The iPad IS
      meant for longer usage than the iPhone. Now you're right it isn't a
      laptop, despite the name, laptops tend to be used at desks, and they
      don't lend themselves to use in other settings (trying to use a laptop
      on a tiny fold-down tray on an aircraft is particularly problematic). The
      iPad IS designed for just these settings, places where you might well
      be separated from most of the "flotsam and jetsam" of your work. The
      viewed in such a context the iPad's design start to make sense. Here
      the relaxed "casual" nature of the iPad's UI is a pleasantly unobtrusive,
      leaving the content (be that email, the web, video, reading material,
      or indeed music) almost completely divorced from the usual
      distractions of traditional "desktop operating systems".

      For many such a quiet, refined, and subtle working environment will
      be far more productive. This is computing for "the third place". The
      effect of this is likely to be highly viral.
      jeremychappell
    • Not a serious tool?

      I think you'll be surprised.

      My friendly lawyer already uses an iPhone for pulling references during
      discussions. Now he will have a larger platform, and I think he'll get
      one as soon as he can. I'm also thinking of Trial support. References,
      documents, etc.

      Medical environments? Could be awesome. Just look at OsiriX and
      expand that thought. Collections of patient files and test reports.
      References.

      And for students in med school the references and online text books
      alone would make for a powerful market.

      The iPad is going to be a pretty serious productivity tool for many
      users. But it is going to take imagination on the developer's side to
      maximize that utilization.

      And, like the computer industry in general, those who invest in their
      beliefs will be the first to benefit financially.
      Ken_z
      • There's More...

        There are two or three companies that have declared
        they will support SSH access from the iPad to desktop
        OS's, both Mac and Windows.

        That will mean access to any application is only a click
        away.

        How we'll integrate control of our desktops with the
        multi-touch of the iPad remains to be seen, but It's
        going to be pretty interesting.
        Jkirk3279
  • RE: iPad: Gateway drug to Mac addiction?

    http://www.ipadoripod.com

    enjoy!
    boogeymandingo
  • "the halo effect"?

    Disappointment over the cheap, shoddy construction of the new iMAC? No big deal. Just order another one...and another one...and another one...
    Feldwebel Wolfenstool
    • Troll effect

      The problems with the 27" iMac have NOTHING to do with shoddy
      construction. And seeing as the 27" is the only model having major
      issues, and is not the most popular member of the line, I doubt we'll see
      this having much of an effect on sales.
      SpiritusInMachina
      • Sure...

        ...the faults are all down to fairies. Or is it gremlins?
        Sleeper Service