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Technology Stocks : Mobile Computing - OSs & Manufacturers UNMODERATED
GOOG 277.01-0.8%Nov 14 9:30 AM EST
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To: sylvester80 who wrote (2721)2/17/2011 2:04:07 PM
From: pyslent1 Recommendation  Read Replies (1) of 3170
 
Cause if they leave it at the same $600 for the 32GB version, that could mean that their margins could also take a hit from the already lower margins of the iPad versus the iPhone.

It's a given that the iPad2 will have lower margins at launch than the iPad does as it nears the end of its lifecycle, but a year ago, the BOM for the iPad was probably not any less than it will be for the iPad2 even with the added cost of retooling, new processor, adding a camera or 2, etc. Certainly, the iPad2 will have a lot more scale than the iPad did. The lowest priced iPad at launch probably carried 15% margins at best, and the iPad2's GM will probably be higher, even at the same price.
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