For some, this is evidence that the iPad will become the Anointed Tablet. I'm dubious, but there's no mistaking the evidence that I might be wrong. Microsoft
Anyone else remember when Apple and HP were iPod partners? No longer, Fool. This is war, and Apple is winning.
A killer content platform
At issue are apps. Already bulked up with more than 200,000 programs for its iPhone, the Mac maker is showing early signs of similar success with the iPad. On Monday, Apple said that users downloaded 12 million apps in the first month of the iPad's existence.
Some of these are sure to be iPhone-sized apps that have yet to be fully formatted. But we've also seen big names introduce specific iPad apps, including Netflix
More broadly, the iPad demonstrates that there's an appetite for a wide range of apps that exist in a tablet format. No longer are we talking about tablets as just productivity enhancers or smart note-takers; we're looking at them as entertainment platforms.
So long as this is true, developers will commit resources to building more for iPad users. The more they build, the more users will buy. It's a Field of Dreams virtuous cycle that, if proven real, would hand Apple its newest million-device army a market victory.
Crazy, you say? I'm dubious, too. But as an Apple shareholder, I'd love to be wrong.
What iPad apps are you using? Which apps do you long for? Discuss in the comments box below.
Amazon, Apple, and Netflix are Motley Fool Stock Advisor selections. Microsoft is a Motley Fool Inside Value pick. Motley Fool Options has recommended a diagonal call position on Microsoft. Try any of our Foolish newsletter services free for 30 days.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He had stock and options positions in Apple at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. The Motley Fool is also on Twitter as @TheMotleyFool. The Fool's disclosure policy is working on a defense for the crane technique.