3 reasons why iPad will be more valuable for Apple than Mac desktops
“We estimate that Apple’s iPad business accounts for 4% of the $267 Trefis price estimate for Apple’s stock compared to about 3% for Apple’s Mac desktop business,” Trefis writes for Seeking Alpha.
Trefis highlights the three factors that make the iPad more valuable for Apple than Mac desktops:
1. Pricing gap between iPads and Mac desktops expected to narrow over time
2. Unit sales of iPads will exceed Mac desktops sold (We expect Apple to sell 4 million iPads in 2010 compared to 3.8 million Mac desktops.)
3. Gross margins for Mac desktops are lower than iPad margins
Full article here.


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