Wednesday, August 24, 2011 at 1:30 pm.
Acer chairman expects iPad “fever” to die down
Taiwanese PC maker Acer Inc reported a worse-than-expected quarterly loss, the first in company history, as it took charges to reorganise in a troubled first half, and said it would be impossible to break even for the full year. [...]
The chairman said while he expects the “fever” for tablet PCs receding and notebooks regaining consumer interest, Acer will still see a loss in the third quarter, though it would be better than the second quarter.
I guess the guy thinks he has to say something. But that’s such a ridiculous statement.
I’ve been spending more time working in coffee shops lately, and I’m honestly shocked how many people I see on iPads. And they don’t seem to have any sort of “fever” — they look like they’re happy to be getting their stuff done.
HP actually seems to be getting out of the PC business right on time. There is going to be a lot of consolidation ahead, and it’s not going to be on happy terms for most companies. The new reality just isn’t pretty for commodity hardware companies like Acer, which have no platform or software value to build on.