I remember when the Kindle first came out, people were making the exact same arguments. “Why would I want ANOTHER device? I can read E-books on my Palm III!” And it’s true - you could. You can also read them on your iPhone, or on your netbook, or on your desktop PC. But the Kindle is far superior, in little ways - it has a better form factor. It’s always connected to the Kindle store. It has an E-ink display. It’s got great battery life.
In short, it’s not about the features or what it can do, it’s about how it does it, and what the experience is like.
A netbook is nothing like an iPad. If I’m standing in line somewhere and I decide I want to do a little reading, I’m not going to pull out my netbook, boot it up, and cradle it in my arms while trying to use the trackpad and keyboard with one hand so I can do work. But if I’ve got a thin little slate I can slide out of a pouch and just hold like a newspaper, that’s a completely different story.
If I’m running out to a fast-food place for lunch, I’m not going to lug my laptop or netbook along and set it up in the restaraunt just so I can do 15 minutes of web surfing. In fact, unless the restaraunt has Wi-Fi, the only choice I have today is to use an iPhone or similar device, and they’re very limited in that regard. But an iPad? No problem.
Using a laptop on a flight is becoming increasingly difficult. If the passenger in front of you leans back, you often can’t even put your laptop on the little table. It’s hard to remove and put back in its case, and the battery won’t last for a long flight. But an iPad? It’s a traveler’s dream machine. You can recline and read or play games or watch a movie in high-definition, and you can do it comfortably. If you need to put the thing down for a minute, you can slide it into the seatback pouch. Business travelers could buy this thing in droves.
You can’t use a netbook while lying on your back. Not easily. But you can certainly hold an iPad up and read it. That makes it a completely different experience for using while you’re getting ready to go to sleep.
Do not underestimate the cumulative value of things like speed of access to applications (no bootup), tactile feel, UI experience, weight (the iPad weighs a third of what a typical netbook weighs), ‘coolness’ factor, etc.
When I studied product design, I learned about the Kano model. The Kano model teaches that there are three basic categories of features in a product: the ‘must haves’, the ‘nice to haves’, and the ‘delighters’. If you don’t have the must-haves, your product is dead. If all you’ve got is must-haves, you’ve got a generic product that won’t spark any excitement. The ‘nice-to-haves’ are the features you see touted in advertising blurbs.
But the thing that separates the also-rans from the great products are the delighters. Products filled with delighters are the ones that inspire rabid fans and sell for premiums that make their producers lots of profits.
Apple excels at delighters. On paper, there is very little difference between an iPhone and Windows Mobile devices and Android devices. They all have the must-haves, and Windows Mobile even has a lot of nice-to-haves that are better than the iPhone. Call quality is only so-so on the iPhone. The camera is only average. It’s bigger than the competition. It doesn’t have a user replaceable battery. It’s locked to one provider. I could build a good case for why the iPhone should have failed in the market.
But it didn’t - it killed the market. And it was all about the delighters. Just holding it and playing around with it, you could tell that this was a different kind of device, something that was very compelling to have and use.
The iPad may or may not be like that. One thing you also learn from the Kano model is that delighters eventually become nice-to-haves, and nice-to-haves eventually become must-haves. You can’t play in the mobile phone space any more without a nice color touchscreen, for example. What was once a delighter is now a must-have. It remains to be seen if the perception of the iPad will be that it’s a delightful device, or whether the iPhone has already matured the market enough that people won’t get excited by it when they use it. I suspect they will.