Apple’s acting chief dismisses them as “heavy,” “bizarre” and nothing but “vapor”
The biggest surprise in the earnings results Apple (AAPL) released Tuesday has to be the number of iPads it shipped in its Christmas quarter: 7.33 million, up nearly 75% from the 4.19 million sold in the previous quarter.
Given how many me-too products were displayed or announced at the Consumer Electronics Show in Las Vegas last week — more than 80 by one count — it’s not surprising that one of the first questions from analysts during Tuesday’s earning call was how Apple viewed the new “competitive landscape.”
The answer offered by COO Tim Cook, who is running the company now that Steve Jobs is on sick leave, was unusually blunt, naming names and calling them as he saw them: big, heavy, expensive, bizarre and vaporous.
Below: The transcript of his exchange with Goldman Sachs’ Bill Shope.
[Follow Philip Elmer-DeWitt on Twitter @philiped]