Jon on CNBC Talking Tablets

Apple Reached an All-Time High Today

The stock price of Apple has hit an all-time high, and it's not just the company's financial performance that's on fire. The popularity of the iPhone and iPad seems to be showing no signs of slowing down, with competing devices like Android gaining traction in the market. But will this be a momentary blip or a sign of something more significant?

Numbers Game: How Android Could Overtake Apple

In the smartphone market, Apple was once the leading vendor, but then device vendors using Android came into play. With more device vendors and a greater number of devices on the market, these new entrants were able to quickly overtake Apple in terms of volume. This trend is expected to continue in the tablet market as well, where it won't just be one device that dominates, but rather multiple devices running different operating systems. As a result, Android is likely to gain more ground on Apple.

A Point Worth Making: The Smartphone Droid Experience

There's a point worth making here when it comes to the smartphone Droid experience. With so many people enjoying the benefits of using an Android device, it's clear that this operating system has something special going for it. Whether it's the customization options or the openness of the platform, there are plenty of reasons why Android is gaining popularity.

A Response from John: Is This a Real Risk?

So, does Apple really have it locked down? Is this just a risk that could be mitigated by the company's continued success in the market? According to John, those numbers and facts can be a bit misleading. When the iPhone was first released, it was only available on one carrier, whereas Android devices are now available on multiple carriers around the world. This means that the competition is much fiercer than it would have been just a few years ago.

The Impact of Multiple Devices: Market Penetration

When it comes to market penetration, the release of an iPhone and iPad on Verizon has made a significant difference. These devices were previously only available through Apple's own channels, but now they're also being sold by carriers like Verizon. This means that more people are able to get their hands on these products, which in turn drives up sales figures for both the company and its competitors.

A Comparison with Google Tablets

One of the biggest advantages of Android is the fragmentation problem faced by many other operating systems. In 2010 alone, Google released three different versions of its operating system. This can make it difficult for developers to create software that works seamlessly across all devices. However, Apple has largely avoided this issue, with a relatively streamlined approach to hardware and software development.

The Role of the iPad in Corporate America

So, how is Apple doing in terms of getting its products into corporate America? The company has made significant strides in recent years, particularly when it comes to the iPad. This device has proven itself to be a valuable tool for businesses, providing a convenient and user-friendly way to access information on the go.

A New Challenger: The Blackberry Playbook

However, Apple isn't the only game in town when it comes to enterprise solutions. Blackberry has released its own tablet, the Playbook, which is designed specifically with business users in mind. This device offers a range of features that are sure to appeal to corporate America, including advanced security and management tools.

Pricing: Will Apple Be Able to Maintain Its Premium Position?

One of the biggest questions facing Apple right now is whether it will be able to maintain its premium pricing strategy. With so many competitors emerging in the market, it's unclear whether the company will be able to continue charging top dollar for its products. However, according to John, this approach has served Apple well in the past and could potentially drive up sales figures once again.

A Glimmer of Hope: The Rumored Price Drop

There's a rumor circulating that Apple is planning to release a new iPad 2 later this year, which could bring with it a price drop. This would be seen as a significant move by many analysts, who believe that this could help the company stay competitive in the market. However, John isn't convinced that an iPad 2 would necessarily lead to a price decrease.

Conclusion

As we look to the future, one thing is clear: the smartphone and tablet markets are becoming increasingly crowded. With new competitors emerging all the time, it's unclear whether Apple will be able to maintain its position at the top. However, with its strong brand and loyal customer base, there's no reason to think that the company won't continue to thrive in the years ahead.

"WEBVTTKind: captionsLanguage: enApple reached an all-time high today and the stock price is not the only thing on fire the popularity of the iPhone and the iPad simply doesn't seem to be losing steam but is this Apple's best moment as competing devices like the Android which does offer more flexibility in many ways come to Market will they overtake Apple joining us is John rettinger editor-in-chief of TechnoBuffalo and Alex Spectre strategic analytics senior analyst good to have both of you with us and and uh if you could Alex start off by saying giving the case for why uh others like Android could end up being the dominant players I think it's just uh numbers game Aaron uh if we look back at the smartphone market Apple was was the leading vendor to define the new smartphone user experience but then device vendors using Android came in and they had there were more device vendors more devices on the the market and so they were quickly able to overtake Apple in terms of volume so it'll be a similar story I think in tablets over time it won't just be one device it'll be multiple devices multiple tablets running Android and and those will add up and there will be more Android choices for consumers okay um and I guess there's a point to be made there when you see a lot of people liking the uh the smartphone Droid experience uh what's your response John do you think this is a real risk or this time this time being the iPad does Apple really have it locked St you know those numbers and facts are a bit misleading when the iPhone was released it was released on just one carrier if you look at Android for example you have multiple Android devices on multiple carriers so it's the fact of multiple devices competing against one uh now with the device like the iPhone uh releasing on Verizon on the 10th uh iPad which Verizon is also committed to carrying uh there's going to be much higher uh Market penetration for the iPad which already is experiencing upwards of 75% market share Apple reported that they they sold 14 million iPads uh compared to the 1 million Samsung Galaxy Tabs that were sold not to mention the biggest uh probably downside of the Google tablets is the Google fragmentation in 2010 alone Google released three different versions of the operating system so from a developer standpoint if you have to code for one vertically integrated device like the iPhone or the iPad or you have to support multiple software upgrades uh on the Android side I think the choice is going to be very clear Alex what's your response to that I mean and do you think that Apple has made enough of a Headway through the iPad as just one example that it's going to get in the corporate Market because that would clearly help them because people like to have you know the same thing at work as they do at home it just makes it easier you don't have to learn as many things and Apple has been making Headway at least with the iPad to Corporate America absolutely I I think that apple apple over the past few years has made tons of Headway in corporate first it started out with uh with the iPhone and more and more Enterprises being more accept of of Apple um moving moving towards Android um or I'm sorry moving towards the iPad um the Blackberry playbook is is another competitive device that'll potentially try to get into this Enterprise space as as we know Blackberry is extremely popular with Enterprise and U what they'd like to they'd like some of that uh volume and profit share as well so that the Playbook uh will be another Contender there as well John what's your point of view in terms of pricing Apple you know historically and a lot a lot of different products not all of them I guess but a lot of them was able to charge a premium uh do you think they'll be able to do that because obviously from a stock price perspective even if they remain intensely popular but have to do so by being more competitive on pricing uh that could be a hit for shareholders absolutely Apple's pricing policy I think is speaking for itself uh when it comes to just number of units that are being moved uh if you look at the biggest uh upcoming Android competitor the zoom uh the rumor pricing is just about $800 which actually puts it about $80 higher than the highest price on iPad right now and what we're talking about in terms of iPad is still by all intensive purposes almost last generation Hardware uh we are on the dawn of what expected to be an iPad 2 announcement uh sometime in the next few months so we may see a slight uh price drop although I wouldn't count on it from Apple all right Alex John thank you very much appreciate it thank you good to have you back all right and it's great to be back and good to see both of you againApple reached an all-time high today and the stock price is not the only thing on fire the popularity of the iPhone and the iPad simply doesn't seem to be losing steam but is this Apple's best moment as competing devices like the Android which does offer more flexibility in many ways come to Market will they overtake Apple joining us is John rettinger editor-in-chief of TechnoBuffalo and Alex Spectre strategic analytics senior analyst good to have both of you with us and and uh if you could Alex start off by saying giving the case for why uh others like Android could end up being the dominant players I think it's just uh numbers game Aaron uh if we look back at the smartphone market Apple was was the leading vendor to define the new smartphone user experience but then device vendors using Android came in and they had there were more device vendors more devices on the the market and so they were quickly able to overtake Apple in terms of volume so it'll be a similar story I think in tablets over time it won't just be one device it'll be multiple devices multiple tablets running Android and and those will add up and there will be more Android choices for consumers okay um and I guess there's a point to be made there when you see a lot of people liking the uh the smartphone Droid experience uh what's your response John do you think this is a real risk or this time this time being the iPad does Apple really have it locked St you know those numbers and facts are a bit misleading when the iPhone was released it was released on just one carrier if you look at Android for example you have multiple Android devices on multiple carriers so it's the fact of multiple devices competing against one uh now with the device like the iPhone uh releasing on Verizon on the 10th uh iPad which Verizon is also committed to carrying uh there's going to be much higher uh Market penetration for the iPad which already is experiencing upwards of 75% market share Apple reported that they they sold 14 million iPads uh compared to the 1 million Samsung Galaxy Tabs that were sold not to mention the biggest uh probably downside of the Google tablets is the Google fragmentation in 2010 alone Google released three different versions of the operating system so from a developer standpoint if you have to code for one vertically integrated device like the iPhone or the iPad or you have to support multiple software upgrades uh on the Android side I think the choice is going to be very clear Alex what's your response to that I mean and do you think that Apple has made enough of a Headway through the iPad as just one example that it's going to get in the corporate Market because that would clearly help them because people like to have you know the same thing at work as they do at home it just makes it easier you don't have to learn as many things and Apple has been making Headway at least with the iPad to Corporate America absolutely I I think that apple apple over the past few years has made tons of Headway in corporate first it started out with uh with the iPhone and more and more Enterprises being more accept of of Apple um moving moving towards Android um or I'm sorry moving towards the iPad um the Blackberry playbook is is another competitive device that'll potentially try to get into this Enterprise space as as we know Blackberry is extremely popular with Enterprise and U what they'd like to they'd like some of that uh volume and profit share as well so that the Playbook uh will be another Contender there as well John what's your point of view in terms of pricing Apple you know historically and a lot a lot of different products not all of them I guess but a lot of them was able to charge a premium uh do you think they'll be able to do that because obviously from a stock price perspective even if they remain intensely popular but have to do so by being more competitive on pricing uh that could be a hit for shareholders absolutely Apple's pricing policy I think is speaking for itself uh when it comes to just number of units that are being moved uh if you look at the biggest uh upcoming Android competitor the zoom uh the rumor pricing is just about $800 which actually puts it about $80 higher than the highest price on iPad right now and what we're talking about in terms of iPad is still by all intensive purposes almost last generation Hardware uh we are on the dawn of what expected to be an iPad 2 announcement uh sometime in the next few months so we may see a slight uh price drop although I wouldn't count on it from Apple all right Alex John thank you very much appreciate it thank you good to have you back all right and it's great to be back and good to see both of you again\n"