While the early read on the Apple (AAPL) iPad suggests that demand is just fine, RBC Capital analyst Mike Abramsky this morning suggests in a research note that the initial demand may not be indicative of the true long-term demand. He contends that an estimated 60% of potential buyers – not sure how he got that number – are going to hold off and await the second generation of iPads, on the theory that future models will fill? holes in the first edition, which lacks a camera, USB ports and Flash support.
The company could unveil a solution to the lack of multi-tasking as soon as Thursday.
Abramsky contends the company is on track to sell 5 million iPads in calendar 2010, with 9 million in 2011.
AAPL is up 24 cents, or 0.1%, to $238.73.
No comments:
Post a Comment