[BITList] dose of reality

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Apple's competitors in the tablet market have reduced their build plans after receiving an "early dose of reality"
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JP Morgan: Apple's iPad rivals reduce build plans after 'early dose of reality'

By Josh Ong

Published: 03:20 AM EST  

     
A new investor report from J.P. Morgan on Wednesday indicates that Apple's competitors in the tablet market have reduced their build plans after receiving an "early dose of reality" in the form of lackluster sales.

According to analyst Mark Moskowitz aggregate tablet build plans have declined by roughly 10 percent since early March. Moskowitz took the reduction to mean that "non-Apple tablet hopefuls have adjusted to the weak showing so far."

Describing the trend as an "early dose of reality," the analyst noted that the market has yet to see a high-volume tablet competitor to the iPad. Moskowitz cited Asustek’s Eee Pad Transformer, Motorola’s XOOM, RIM’s PlayBook, and Samsung’s Galaxy Tab as examples of tablets that have failed to gain traction and whose makers have consequently reduced build plans.

In early March, Moskowitz warned of "increasing risk of a bubble burst" to the tablet market in the second half of 2011 because of exaggerated build plans from tablet makers. Moskowitz saw Apple's iPad 2 as making it tougher for rival first-generation tablets "to play catch-up," which would result in poor sales. The recent reduction in production volumes has allayed some of the firm's fears of a tablet bubble.
A new investor report from J.P. Morgan on Wednesday indicates that Apple's competitors in the tablet market have reduced their build plans after receiving an "early dose of reality" in the form of lackluster sales.

According to analyst Mark Moskowitz aggregate tablet build plans have declined by roughly 10 percent since early March. Moskowitz took the reduction to mean that "non-Apple tablet hopefuls have adjusted to the weak showing so far."

Describing the trend as an "early dose of reality," the analyst noted that the market has yet to see a high-volume tablet competitor to the iPad. Moskowitz cited Asustek’s Eee Pad Transformer, Motorola’s XOOM, RIM’s PlayBook, and Samsung’s Galaxy Tab as examples of tablets that have failed to gain traction and whose makers have consequently reduced build plans.

In early March, Moskowitz warned of "increasing risk of a bubble burst" to the tablet market in the second half of 2011 because of exaggerated build plans from tablet makers. Moskowitz saw Apple's iPad 2 as making it tougher for rival first-generation tablets "to play catch-up," which would result in poor sales. The recent reduction in production volumes has allayed some of the firm's fears of a tablet bubble.
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