THE DOT - if this turns orange or red be alert

Thursday, May 6, 2010

part 2

3. I was right it seems that the IPAD buyers would substitute it for IPAD touch or notebook purchases ( rather the entry level ones) which will lower turnover in those segments to a substantial degree. Another headache may come from the new Intel chip - which is a modified Atom chip with a speed up to 1.8 Ghz for tablets and 1.5 for smartphones which has the quality to lure away buyers from Apple products if put into the right hardware device and priced the right way. The Nexus One from Google was poorely positioned in design and pricing but Motorola might kick ass if they are smart enough to implement this into an updated Droid version which has the design features to battle with the Iphone and Nokia will try a comeback as well with such a chip.

44% of iPad buyers view Apple's tablet as notebook replacement

A survey of iPad buyers found that 44 percent would purchase the touchscreen device instead of a notebook, and 41 percent would not buy an iPod touch as a result of their tablet.

The March 2010 Alphawise survey results, disclosed Thursday by analyst Katy Huberty with Morgan Stanley, give insight into the potential cannibalization of other Apple products due to the release of the iPad. The study found that of the 44 percent who would not buy a notebook, 24 percent would not buy a MacBook, while the other 20 percent would not purchase a PC.

The survey also found that 27 percent of users would not buy a desktop as a result of their iPad purchase, with 14 percent of those not buying a Mac desktop, and the other 13 percent passing on a PC. The survey also found that the iPad will affect e-reader and handheld videogame sales, two segments in which Apple does not have a dedicated device.

Huberty said that the iPad has already had an impact on portable computer sales, which have slowed since the start of 2010. The results suggest that the netbook market was most impacted by Apple's iPad.

"U.S. consumer PC, and especially notebook, growth decelerated in January when Apple introduced the iPad and again in April when the iPad launched," she wrote. "Given the corresponding increase in (average selling prices) in the market, we believe much of the demand shortfall came from netbooks and low-cost notebooks."

The data was included as part of a note on HP's acquisition of Palm for $1.2 billion. HP has already suggested that Palm's WebOS could extend to platforms beyond smartphones, and be ported to tablets and netbooks to compete in the mobile space with Apple's iPad.

4. As I said earlier America is in no better position when Europe as the single states have a shortfall of roughly 370 bil on top of the growing deficit of the federal government which uped the speed of new borrowing by 70-80 bil just for the current quarter not mentioning the new money Freddie and Fannie will keep asking for . Those numbers are just upside adjustments and Greece, Portugal,Spain looks like kindergarten compared to those numbers and no austerity at all in America. Now we hear that the Euro is finished and the heard the same punters and experts claim the same thing about the Dollar a few months back.

  • New gaps in 2010 budgets. An increasing number of states are struggling to keep their 2010 budgets in balance. Because revenues have fallen short of projections, mid-year shortfalls have opened up in 41 states — some of which have already addressed them — totaling $38 billion or 7 percent of these budgets.
  • These new shortfalls are in addition to the gaps states closed when adopting their fiscal year 2010 budgets earlier this year. Counting both initial and mid-year shortfalls, 48 states have addressed or still face such shortfalls in their budgets for fiscal year 2010, totaling $196 billion or 29 percent of state budgets — the largest gaps on record.
  • Additional large gaps for 2011. States’ fiscal problems will continue into the next fiscal year and likely beyond. Fiscal year 2011 gaps — both those still open and those already addressed — total $103 billion or 17 percent of budgets for the 42 states that have estimated the size of these gaps. These totals are likely to grow as revenues continue to deteriorate, and may well exceed $180 billion.
  • Combined gaps of $375 billion for 2010 and 2011. These numbers suggest that when all is said and done, states will have dealt with a total budget shortfall of some $375 billion for 2010 and 2011. (This includes both gaps already closed and gaps projected for the future.)

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