of kids want an iPad
The Nielsen Company presented a cadre of individuals with a list of nice, shiny gadgets and let them cross off anything and everything they'd like to buy in the next six months, and 31 percent of kids 6-12 picked the iPad as one of them.
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Apple has to constantly outperform just to maintain their success and stock price. Any time they just meet expectations or don't bring something revolutionary to MacWorld, their stock price gets slammed, as it is now. They have to lower expectation so they can blow them away. They're taking their medicine now, while the stock price is already getting hammered.
Apple has a very strong line up right now, but people are expecting sales of the iPhone to be as revolutionary as the device itself, which just wont happen at this price point on AT&T's network. It's still a very successful product though.
The MacBook Air however is going to produce devastating sales numbers and crush the stock as the Mac Cube did, because Apple put their arrogance as wanting to be seen as the best design company ahead of their customer's needs. I predict the Apple TV is going to also be a continued failure, it seems Apple just doesn't understand this market. As an Apple investor, I have a very strong long term outlook on Apple, but this quarter is going to probably push their stock down over 50% from their high before macworld and provide a very good buying opportunity.
Too me the most compelling reason to expect a rosy future for Apple is the dramatic increase in Mac users. While users of devices like the iPod can go away quickly, those who decide to go Mac are long term annuities.
Microsoft is living off of that base of users. If they didn't have, in essence, a monopoly with Office, their cash cow would be gone. After all, the threat of not developing Office for the Mac forced Apple to drop their law suit against Microsoft years ago.