New iPads To Debut October 22 – Target Enterprise Users
AllThingsD’s John Paczkowski reports that “people familiar with Apple’s plans” tell him that Apple will hold its next invitation-only special event on Tuesday, October 22, which would be one day short of a year since the October 2012 announcement of the 13-inch Retina MacBook Air, a revvemped iMAc, the iPad mini, and the 4th Generation iPad.
Paczkowski says the focal point this year will be the latest updates to the company’s iPad lines, but that the new Mac Pro and OS X Mavericks will likely get some stage time as well.
64-Bit iPad 5 To Hit PCs Where It Hurts: In The Enterprise Says Analyst
CNET’s Brooke Crothers reports that Deutsche Bank is cutting its estimates for PC growth, and attributes part of the pessimism to the upcoming 64-bit iPad’s anticipated greater penetration of the corporate market in the coming years.
Crothers cites Chris Whitmore of Deutsche Bank Equity Research writing in a note to investors on Monday that he expects growing [desktop] virtualization and iPad deployments in the enterprise to pressure corporate PC sales through 2014-15. Deutsche Bank Equity Research expects Apple’s iPad refresh, rumored for October 22, to include Apple’s A7 64 bit SoC architecture, which should enable a greater array of enterprise App development and facilitate greater enterprise penetration over time.
Wall Street Ponders 13-inch iPad As Mac Successor
CNET’s Josh Lowensohn notes that Barclays Equity Research has an interesting theory about Apple’s new 64-bit A7 chip and how it could change the future of the iPad.
Citing a note to investors Tuesday, Lowensohn notes that Barclays laid out why it believes the new 64-bit architecture paves the way for a 13-inch model of the iPad that would be aimed squarely at replacing laptops for both casual and business users. That would of course include some of Apple’s best selling Mac portables
Barclays analyst Ben Reitzes speculates that such a device would pack more RAM than current iPad models in addition to the newer 64-bit architecture, offer a Smart Cover with a built-in keyboard and trackpad along with a battery pack to add additional running time, and cost between $600 and $800.
Ben Reitzes writes: “The whole iOS app ecosystem, extra-long battery life, ultraportability and user familiarity could be more compelling than a Mac if Apple made a true effort,… and we believe a larger screened iPad would be a much better PC replacement than current tablets, including the Surface, and really be able to take on higher end tasks and start another wave of notebook cannibalization.”
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