Today, Barnes & Noble announced the release of NOOKcolor--beating Amazon to the punch of releasing a color eReader that's really a multimedia tablet. Billed as "the reader's tablet" by B&N, the 7-inch device has an LCD screen, weighs less than 1lb., and runs on Android. Though it won't connect to the Android Marketplace, it will run reading-specific apps as well as games like Sudoku and eventually Netflix. At $249, the NOOKcolor fits comfortably in the price range of dedicated eReaders, but it's half the starting price of the iPad--which raises the question, will consumers be comparing the two products? I think they will, especially if they are a current B&N customer or if they want a device primarily for reading that also has other media consumption and Web browsing capabilities. If reading is secondary to accessing other media and the broad Apple or Android app ecosystems, consumers will be better off with a more multifunctional tablet like the iPad or future devices from RIM, Samsung, and others.
Earlier this week, HP quietly released the Slate 500, an 8.9-inch tablet running Windows 7 that's marketed exclusively to businesses. According to HP, 400 customers are currently evaluating the device, which will be sold through HP's direct sales force and through its Web site for SMBs. The Slate 500 is literally just Windows 7 on a slate form factor; the idea is that businesses that run their systems on Windows 7 will be able to use the Slate for enterprise applications (the device doesn't sync with a user's HP PC).
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: