announced on an investors call that it was lowering
its shipment estimates for its Eee netbooks for the quarter.
ASUS now expects to ship 1.4 million netbooks during the summer
quarter, traditionally a high spot for sales. The total shipment
estimates for Eee PC for the year have been changed to somewhere in
the area of seven to eight million units.The reason for the
change in estimates in shipments for Eee netbooks is the iPad which
starts at $499. The iPad is selling just about as fast as Apple can
make them and the company is still having a hard time sourcing enough
components like screens to meet the high demand for the iPad.
CEO Jerry Shen reminded investors and analysts during the claim that
ASUS would be competing with Apple soon with tablet
offerings including one with Android as the OS selling for
$399 and an Eee Pad selling for $1,000 running Windows 7.
that Apple has outsold the combined spring and summer sales of Eee
netbooks with the iPad with 3.72 million iPads shipped. Apple is
over 2.3 million iPads each month and is still hard pressed
to meet demand. The real sticking point for ASUS with its iPad
competitors is that they won't hit the market until December at the
earliest compounding the lead Apple is enjoying with the iPad.The
decline in shipments for Eee netbooks is also partly due to the
overall decline in demand for netbooks across the market as the
netbook segment matures. Tablets are the new big thing for many
consumers and there are many people waiting for an Android tablet to