I have to tell you, that this sounds like one more fun toy. And not just a toy, but more than that.
I cannot wait to just see what happens next!
“The manufacturing cogs for the tablet are creaking into action,” writes Oppenheimer’s Yair Reiner in a note to clients issued Wednesday morning.
According to his supply chain sources, Apple (AAPL) appears to be gearing up to build as many as 1 million tablet computers per month. Assuming the company would need 5 or 6 weeks of inventory before going live, that suggests — barring production hiccups — a March or April 2010 launch.
Among the other “tidbits” Reiner says he’s picked up:
* Apple has settled on a 10.1-inch multi-touch display using the iPhone’s LTPS LCD technology, not the considerably more expensive OLED technology suggested in earlier reports.
* Apple has been approaching U.S. book publishers with what Reiner describes as “a very attractive proposal” for distributing their content: an App Store-type 30/70 split (30% for Apple) with no exclusivity requirement. [See UPDATE below.]
* According to Reiner, publishers are disgruntled by Amazon’s (AMZN) terms, which force exclusivity, disallow advertising and demand a “wolfish cut” of revenue. The typical Kindle/publisher split, he says, is 50/50, rising to 30/70 if Amazon gets exclusivity.
* Apple’s tablet would make ebooks more attractive for the education market by simplifying functions such as scribbling marginalia.
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