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Apple executives speak: On toaster-fridges, financial guidance, and lawsuits

Macworld staff | April 25, 2012
Here are some highlights of what Cook and Oppenheimer had to say to analysts during Tuesday's conference call.

The applications are so easy to make very meaningful for someone, and there's such an abundance of those, that as the ecosystem gets better and better and as we continue to double-down on making great products, I think that the limit here is nowhere in sight.

We've now--through the last quarter, I should say, which is just two years after we shipped the initial iPad--we've sold 67 million. To put that in some context, it took us 24 years to sell that many Macs, and five years for that many iPods, and over three years for that many iPhones, and we were extremely happy with the trajectory on all of those products.

I think that iPad... it's a profound product. The breadth of it is incredible, and the appeal is universal. I could not be happier with being in the market, and the level at which we're innovating both the product and the ecosystem here is incredible.

Now in terms of the market itself, IDC and Gartner and Forrester has some numbers out there; I think Gartner is saying there's somewhere around 325 [million tablet devices] or so by 2015, Forrester is 375 million, somewhere around there, and so basically they're in the mid-300s which is about where the PC market is today, and 2015 is only three years from now.

I think even the more formal predictors outside of [Apple] are beginning to see these lines cross, and so I strongly believe that they will. Now, having said that, I also believe that there is a very good market for the MacBook Air and we continue to innovate in that product. But I do think that it appeals to someone that has a little bit different requirements.

You wouldn't want to put these things together because you wind up compromising in both and not pleasing either user. Some people will prefer to own both, and that's great too. But I think to make the compromises of convergence, we're not going to that party. Others might, from a defensive point of view, particularly. But we're going to play in both.

On carrier subsidies

Cook: Our focus is on making the very best smartphone in the world, and a phone that delivers an off-the-charts user experience that customers want to use every day of their lives. And at the end of the day, I think that carriers--the vast majority of carriers, or even all carriers--want to provide what their customers want to buy, and that's what they're most motivated for. And so the most important thing by far is for Apple to continue making great products that customers want, and we are deeply committed to doing this and are innovating at a rate and pace that's unbelievable in this area.

 

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