Deutsche Bank’s Chris Whitmore told clients — as reported by “Fortune” (http://tech.fortune.cnn.com/2010/10/04/ipad-lead-seen-as-overwhelming/?source=yahoo_quote) — that he’s surveyed the tablet computer scene and concluded that things don’t look good for the iPad’s competitors.
“We believe Apple’s lead in the tablet market will prove difficult to close by the onslaught of competing products coming over the next several quarters,” he says. “Ultimately, we expect the slew of upcoming competition to fall flat from a user experience standpoint while struggl[ing] to materially undercut the iPad on price.”
According to Whitmore, the iPad is ahead of competitors by: 12-18 months in terms of content; two or more years in terms of other media acquisition and integration via iTunes; and “untold dollars” in terms of component pricing.
