Analysis - HEXUS.sharewatch: NVIDIA shares plummet – iPad 2 effect?

[HEXUS]

Maybe the market has fallen out of love with NVIDIA and its Tegra 2 chip.

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[hermano pequeño]

Dell seems to be doing alright. Should I assume that this is incidental to the iPad2 launch?

[Scott B]

Dell seems to be doing alright. Should I assume that this is incidental to the iPad2 launch?

Yeah, seems to be from an uplift in the corporate market and a few new deals for Dell in that area.

Dell doesn't really have much of a consumer tablet proposition and, for that matter, I don't expect HP/Palm to have a strong consumer presence either. The problem they've got is that the iPad is already pretty popular among CEOs...

[Scott B]

Apple's worth ten Dells. Mad eh?

[TheAnimus]

Apple don't make that much money from their PCs, the margins are quite small as they can't extort quite so much.

However on mobile phones they do, on iPods they do, on iTunes they do. The iPad is relatively small fry for them, accounting for less than 2% of IOS devices I read somewhere.

So given that context dell don't really compete, the sales of their personal highly portable devices are miserable.

Only Apple can put out a product with a massive hardware markup, and get people to act as if it has a purpose, dell can not do that instead they have to deal with business types who care about value for money first and foremost.

What is truely shocking to me, is how whilst Apple's end customers might be going through a recession, they are still buying iPads..... I would have not expected that at all.

[aidanjt]

Apple's worth ten Dells. Mad eh?

Proof, if ever it were needed, that the market and reality are vastly distant entities.

[badass]

Apple's worth ten Dells. Mad eh?

Mad yes but not as mad as it seems. Apple made around 5 times Dell's profit last year IIRC.
The benefits of being able to charge almost what you want for any new device you unveil in front of fanboys.