Saturday, November 19, 2011

3+1 things about the tablet wars

Apple doesn't have to worry too much about the Kindle Fire or Nook Color or their kin. The people who buy a tablet based on price will still wish that they'd bought an iPad.  The people who buy a Nook have a specific reason for doing so and most will be happy with their choice. Apple would not have reached them anyway.

The people who buy iPads (iPad buyers are exactly who you think they are, but with pets (infographic) | VentureBeat), may not know quite why they did. Or, they probably knew exactly why they bought one, but are embarrassed to give the real answer. (Sort of like saying you bought Playboy for the interviews.)

Apple has managed the near-impossible: they became the generic name for a type of product while retaining their distinct intellectual property rights. (See their series of brutal take-down suits in Europe and Australia  over the Samsung Galaxy. Nilay Patel explains it all in Apple sues Samsung: a complete lawsuit analysis on The Verge.) Apple won the music player (iPod), integrated monitor-system (iMac), and ultra-ultra notebook computer (MacBook).

  1. The iPad still defines the terms of engagement. It's iPad vs. not-iPad, even when it isn't. When Jeff Bezos announced the Kindle Fire, he didn't mention the iPad at all. He didn't have to and shouldn't have.

  2. Retail strength trumps specs. Barnes and Noble makes better systems than Amazon, but Amazon can and will deliver anything to you effortlessly.
    Buying books and magazines on the Nook and iPad has been a confusing and unsatisfying experience. Amazon figured out how to do that a dozen years ago and no one else is close.

  3. When the battle moves to the Cloud, Amazon may be able to get the upper hand. Apple's never done really well with Internet services. iTunes works because they control the start and end of the pipe and there's no chance to get lost.  Their servers rarely handle peak loads well.
    I think that Google should buy Barnes and Noble. Then it would be a fair fight between the Kindle and the Nook.


+1
None of these is a social product. Social media is glued onto each product like an afterthought. Apple doesn't know how to do social. (Remember Ping?)  The promised deep integration of Twitter is nowhere to be found in iOS5. Amazon doesn't even have the native Android Twitter client in its app store. The Nook leaves a bag of tools on the table and says, "Here, you do it."


By the way, there are plenty of tablet comparisons and reviews out there. You don't need one more from me.This one is pretty good: A human review of the Kindle Fire – Marco.org, as is the venerable CR: Kindle Fire and Nook Tablet: How the specs compare.

My own experience is that I pre-ordered a Kindle Fire, received it on Wednesday and boxed it up for return yesterday morning. I have a Nook that's now running CyanogenMod. Much of the time, I bring my iPad to meetings instead of my laptop.

For the next year and probably two, Apple will own and define the tablet market. One of these companies still has to figure  out a coherent social strategy for tablets. If Google doesn't buy B&N, Facebook should consider it make a serious social tablet.

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