1. Exquisite Tweets from @gassee, @asymco, @benedictevans

    blechCollected by blech

    Speculation: iPad volume - not just share - down in Q1CY14.
    Q: If so, why?
    A: The iPad Is A Tease j.mp/1iBwkmJ

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    gassee

    Jean-Louis Gassée

  2. @gassee For iPad to grow, being a PC replacement is not enough. In fact it outsells Mac and largest PC vendor already.

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    asymco

    Horace Dediu

  3. .@asymco @gassee posit: slow iPad sales are worse news for the PC market: implies phones can take the greater share of PC use cases

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    benedictevans

    Benedict Evans

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  6. @stevesi @asymco @gassee sure. But maybe smartphones are good enough, esp for non-work, that people can jump directly w/out needing a tablet

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    benedictevans

    Benedict Evans

    For many people a tablet can't replace a PC (yet). But for others a smartphone fills the role of both.

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    benedictevans

    Benedict Evans

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  15. benedictevans

    Benedict Evans

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