Sunday, April 8, 2012

The Verge reports first Google (GOOG) tablet in July

The Verge reports that Google's first tablet with a co-branded Android device will not be available until July 2012. People close to the project said that Google pushed back the release so it could make some cost-cutting tweaks in hopes of lowering the price from the current $249.Device partners include Asustek Computer (2357.TT), has a 7-inch screen, and is Wi-Fi only.  

Our view: Amazon's tablet is unique in that it taps into Amazon's ecosystem, which includes shopping, book reading/lending, and free video with Prime. We do not anticipate a dent in Amazon's sales from the Google Tablet. We think Google will fail to gain significant traction with the tablet because we find it hard to see how differentiated it will be. Apple's differentiation is the brand. To take share you need to intelligently offer a solution to a problem unsolved by Apple and Amazon. We do not see it.

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