Quote:
Originally Posted by BenG
Keep in mind that many people were buying the new iPhone instead of the ipad.
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That's probably true but it's odd that the author would make that point without considering that people might have bought the iPhone 4S rather than the Kindle Fire.
Again, no definitive data but at least one estimate I saw a few weeks ago estimated that KF sales cut iPad sales by about 1 million units in the fourth quarter.
Having done this kind of work for a number of years, it's very difficult to come up with definitive answers. Just how many people who purchased a KF would have been willing to spend another $300-$500 for an iPad? Some, but many of those consumers would have foregone a purchase rather than spend the additional money even if that were an option for them. Without some fairly sophisticated experimental tests, trying to determine how many KF purchasers would actually have purchased an iPad is very difficult.