iPad and the Opportunity Ahead

John Paczkowski:

According to Good Technology, which provides mobile device management services to 49 of the Fortune 100 and 182 of the Fortune 500, 27 percent of the mobile devices activated by its enterprise customers during the second quarter of 2011 were tablets. And most of those were iPads.

More than 95 percent, actually.

As I wrote in January, Apple is to the post-PC era what Microsoft and Intel combined were for the PC era. They control the dominant software platform and reap the majority of the profits from hardware. When people argue that Apple has somehow already grown as big as it can get, they’re not seeing the size of the opportunity that remains ahead. Imagine how big a combined Microsoft and Intel would have been 20 years ago. Then consider that the post-PC/mobile market is going to be bigger than the PC market.

★ Thursday, 21 July 2011