Apple's Q4 Earnings Call: Are 7-inch, Android Tablets Really DOA?

Yesterday, Apple announced that it had sold 4.19M iPads in its fiscal Q4 2010, up from 3.27M in Q3. That means it sold more iPads than Macs in Q4, even though quarterly Mac sales were the highest they've ever been: 3.89M,  a 27% unit sales increase from the year-ago quarter. Given that calendar Q4 sales typically account for 35%-40% of consumer electronics sales, we could be looking at 15M+ iPads sold globally for Apple in its first, three-quarter year. I am not the only analyst saying "Wow" right now.

There were tons of interesting tidbits in Apple's earnings call yesterday but I want to focus on a two points that I know are plaguing product strategists in this area. In particular, Steve Jobs attacked:

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What’s Next For IT Security? Post-PC Devices

Greetings!

As I have pointed out previously in these pages, this year, the number of post-PC devices such as tablets, eReaders, and Internet-capable mobile phones, will eclipse PC devices, such as desktops, laptops, and netbooks. I heard a story earlier this week about a CEO who went to a board meeting and felt a little cranky because he was the only person at the meeting who didn’t have an iPad.

The invasion of non-traditional computing devices into the business sphere is a big deal for Security and Risk professionals. It changes the perception of what computing is, and creates what my colleague Jeff Hammond calls “the mess of many.” And when it comes to security, the changes are even more profound. Not only are these devices smaller and more personal, but they are more likely to be lost or stolen. And as your favorite security vendors have been pointing out, they just might be riskier too.

At Forrester we have a slightly different take than the security vendors. Post-PC devices aren’t like general-purpose PCs. They don’t run general-purpose operating systems, and they have distinct security characteristics that make them more risky in some ways, but less risky in other ways. 

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