In all, nearly two dozen news outlets went with the report, issued by Strategy Analytics, that on the strength of 2 million Samsung Galaxy Tabs, tablets running Google's (GOOG) Android had captured 22% of the tablet market last quarter, reducing Apple's market share to 75% from 95% in less than six weeks.
But then an analyst thought to ask Samsung VP Lee Young-hee whether those 2 million Tabs were shipped to retailers or sold to customers -- or to use her jargon, "sell out" or "sell in."
The answer, posted below in full as reported by the Wall Street Journal, was that Samsung had merely shipped them. Actual sales to paying customers, Lee admitted, were "quite small."
"Well, your question was on sell-in and sell-out," Lee replied. "As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn't as fast as we expected, we still believe sell-out was quite OK."
She added Samsung was "quite optimistic" about 2011 sales but wouldn't provide a forecast. "As you know, the tablet is relatively new and we need to see how the market develops before we give any firm numbers," Ms. Lee said.
According to Apple's fiscal Q1 2011 quarterly report, it sold 7.3 million iPads in roughly the same time period and was left with 525,000 more iPads in inventory than last quarter.
But there are so many people having a blast with them. Is that not a good measure of substance? There is more to a device than pure Gigabytes, Megahertz and file formats.The iPad just happens to be the current trendy product with more style than substance
Another anecdotal story...I just returned from a snowmobile trip in northern Quebec. 11 of us in a mountain lodge for a few days, and seven of us brought iPads. Would have been eight, but one wife wasn't willing to part with it.I typically carry my iPad with me when I go out to my son's hockey game. People see me watching TV shows on it and always talk to me. The result is that people tell me that they are thinking of buying an iPad or that they know 15 people with them and so on.