by Joe White
June 2, 2011
Apple executives Tim Cook, Ron Johnson and Peter Oppenheimer are feeling confident about the future of the iOS. And if you're wondering why, they have just one word for you: "iPad." The news comes from a research note from Goldman Sachs analyst Bill Shope, which covered a meeting between Shope and the three Apple executives. Apparently, Cook, Johnson and Oppenheimer are confident regarding the future of Apple's mobile operating system, and are expecting to see tablets surpass PCs in the next few years. As originally reported by Business Insider:
Shope says, "the company appeared more overtly optimistic on the long-term prospects for the iOS platform than it has been in quite some time." Why? For one, Cook said, "he sees no reason why the tablet market shouldn't eclipse the PC market over the next several years," according to Shope's note.Is this any surprise? Apple's iPad has injected a dose of life into the tablet market, and - while not all tablets are as popular as Apple's model - a lot of people are choosing to buy a tablet as opposed to a static desktop PC nowadays. Furthermore, the executives aren't concerned about iPhone-Android competition. Shope notes that Apple is still pleased with its "integrated" ecosystem, as opposed to the "fragmented" world of Android smart phones. In the past, this fragmentation issue has been something many have criticized Android for, and unsurprisingly the Apple executives are continuing to agree with Android's critics. Any thoughts and opinions? Feel free to post them in the comments!