Yes it is OK for iPad to to miss Wall street estimates. Compare what happens to Apple stock vs RIM. That should answer that question. If you call 30 to 35 million units soft, then so be it. I noticed how you glossed over cause and effect, nor not bothered to post So I did my own digging. Missing an estimate is missing an estimate. However there are some differences between RiM missing estimates and Apple.
Originally Posted by samab
From Rueters April 24 2011:
Apple sold fewer-than-expected iPads, at a little under 5 million versus estimates of up to 6 million, as the transition to a new model and Japanese supply chain tangles triggered shortages of critical components.
More from Rueters:
Investors remain wary of the dangers a prolonged logistics disruption in Japan -- which supplies more than one-tenth of the world's electronics -- pose to the global tech supply chain. Apple is said to rely on Asia's second-largest economy for crucial touchscreen and internal components.
Shares of Apple ended last week up 2.4 percent at $350.70. But that only brings the world's most valuable technology company back to where it was before the March 11 earthquake.
Cuts aside, the company is on a tear and demand has never been an issue. Sales of the iPhone more than doubled, and made up almost half of revenue in the March quarter. On the iPad 2, Apple said it sold every one it could make.
On Thursday, more than 10 brokerages raised their price target on the stock, with Ticonderoga Securities expecting the shares to touch $612 in the next year.
"Is (Apple) a grown-up company? Yes. Is it a well managed company? Absolutely," Alex Gauna, analyst with JMP Securities, said. "Does it have talent internally beyond Steve Jobs? It sure does."
Now what's RIM excuse? Answer: Lack of interest
Now I see why you didn't post any links.
Concerning the release of Citrix on the Touchpad, I will just wait and see what transpires. We will know shortly.
Originally Posted by samab
Your Xoom comment is a poor example, it was trashed for various reasons, like the Playbook. Yes everyone has Citrix, but out of tablet makers only HP, Microsoft (future tablets) and RIM have the large presence in the enterprise. Microsoft is not in the running right now. The Touchpad is not bringing all the baggage that the Playbook still has.
The Touchpad does have some deficiencies, no HDMI, one camera, lack of apps. However the lack of PIM/Mail is glaring on the Playbook, thus adding to the dramatic drop in RIM value. A consumer from day on can purchase a Touchpad and have the basics. The Playbook needs a wheelchair, namely a Blackberry.
Concerning which device will do better, I will wait and see between HP and RIM. The rumor is HP will have a 7 inch tablet out before the end of the year, which will probably hurt RIM the greatest, as if they ain't already hurtin.
By the way, did you see the new Comscores? It appears Canada is big on the iPad. LOL
ComScore June 23 2011
Even Canadians don't use Playbooks. Now what does that say?
Ipad / Touchpad for the win!