分析:黑莓平板電腦將重蹈TouchPad覆轍
????黑莓PlayBook
????華爾街最優(yōu)秀、最聰明的人最近紛紛表達(dá)了不同程度的震驚,起因在于上周四的一則消息。該報(bào)道稱RIM在截至五月份的一個(gè)季度交付了50萬(wàn)部黑莓(BlackBerry)PlayBook平板電腦,但在止于8月份的這個(gè)季度僅僅發(fā)貨20萬(wàn)部PlayBook,這意味著此前50萬(wàn)部PlayBook中的大部分都尚未賣出,仍然呆在商店貨架上。 ????上周五,證券公司Ticonderoga的布萊恩?懷特在致客戶的報(bào)告中寫道:“我們認(rèn)為PlayBook將毫無(wú)疑問(wèn)地重蹈惠普TouchPad的覆轍,成為iPad平板電腦市場(chǎng)霸權(quán)的又一個(gè)犧牲品。”懷特指的是在TouchPad試圖動(dòng)搖蘋果市場(chǎng)份額未果后,惠普(Hewlett-Packard)毅然決定拋棄平板電腦業(yè)務(wù)。 ????英雄所見(jiàn)略同。摩根大通(J.P. Morgan)的馬克?莫斯科維茨稱,在被谷歌(Google)收購(gòu)之前,摩托羅拉移動(dòng)(Motorola Mobility)的平板電腦同樣乏善可陳。至于索尼(Sony)即將推出的平板電腦,他已經(jīng)有過(guò)接觸,但他認(rèn)為這款產(chǎn)品一樣很難有所作為。 ????莫斯科維茨在上周五致客戶的報(bào)告中表示:“在今天正式發(fā)布之前……我們提前觀摩了索尼平板電腦的展示。但它并沒(méi)有給我們留下什么深刻的印象。在我們看來(lái),索尼平板電腦缺乏iPad那種精致纖細(xì)的感覺(jué),而且其傾斜式背部設(shè)計(jì)用起來(lái)并不方便。” ????莫斯科維茨駁斥了坊間最近的猜測(cè),有傳聞稱蘋果將在圣誕節(jié)前發(fā)布iPad 3。 ????“我們最近的研究仍然表明,這樣的設(shè)備今年不會(huì)投入生產(chǎn)。在我們看來(lái),蘋果應(yīng)該并不著急。其他平板電腦仍然跌跌撞撞,而且該趨勢(shì)可能一直延續(xù)到2012年末。” ????譯者:項(xiàng)航 |
????Wall Street's best and brightest are expressing varying degrees of shock at the news Thursday that Research in Motion (RIMM), which delivered 500,000 BlackBerry PlayBook tablets in the quarter that ended in May, shipped a dismal 200,000 in the August quarter -- suggesting that most of those first half-million units are still sitting, unsold, on store shelves. ????"We believe the PlayBook is poised to follow HP's TouchPad as the next casualty of iPad's tablet dominance." wrote Ticonderoga's Brian White in a note to clients Friday, a reference to Hewlett-Packard's (HPQ) decision to pull the plug on its tablet after the TouchPad failed to make a dent in Apple's (AAPL) market share. ????In a similar vein, J.P. Morgan's Mark Moskowitz noted that Motorola Mobility's (MMI) tablets had also failed to gain much traction before Google (GOOG) offered to buy the company. And having had a chance to play with Sony's (SNE) forthcoming tablet entry, he doesn't hold much hope for that one either. ????"We had the opportunity to demo a tablet from Sony ... before today's official launch," he told clients in a Friday note. "We were not impressed. To us, Sony's tablet lacks the refined, sleek feel of the iPad and its bezel-like back is not user-friendly." ????Moskowitz dismissed recent speculation that Apple could release an iPad 3 before the holiday season. ????"Our latest research continues to indicate that there is no such device slated for production this year. In our view, Apple should be in no rush. The other tablet entrants have stumbled so far, and that trend-line could persist deep into 2012." |