Fellow Fool and all-around Apple
There's no doubt that Apple is remaking itself as a mobile-gadget company instead of the old Apple Computers that deserved that stodgy name. So far, we agree. But believing that the large-format iPad will become the new standard for mobile consumer computing and pushing smaller, less capable devices like the iPod Nano and Classic out of existence is just crazy.
Most notably, the Nano will never go out of style. It's a perfectly designed one-function device that simply plays music, and looks good doing it. I dare you to strap an iPad to your back for a half-hour treadmill jaunt, Tim. Even the iPod Touch or iPhone models are a tad unwieldy for this purpose, but they're still handy enough to be an outside option.
If there is a sweet spot in the mobile computing market, smartphones and similarly sized trinkets will be it -- including the iPod Touch and iPhone. That's true at least until Sony
The iPad might revolutionize the e-book reader market, if Tim's numbers are right, but then again, those promises to buy an iPad might also stem from the joy of discovering new toys. Once that honeymoon period is over -- and I think it will evaporate quickly -- the Amazon
In the end, the iPad won't change anything, and certainly won't kill the iPod. Sorry, Tim.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Apple and Amazon.com are Motley Fool Stock Advisor picks. Try any of our Foolish newsletter services free for 30 days. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.