I wrote a detailed analysis why there the tablet war is over even before it started. Apple has everything going for it in terms of design, branding, design and the less known ability to tie up component supplies with it’s cash hoard.
It was interesting to see a J.P. Morgan analyst saying the same thing.
Analyst Mark Moskowitz of J.P. Morgan Research warned investors early Wednesday that build plans for tablet shipments from Apple’s rivals may be too high, presenting "increasing risk of a bubble burst" in the second half of 2011.
The only difference is Mark seems bullish on Motorola’s Xoom and I give Samsung a higher chance to succeed.
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