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CNN's Fortune has some titillating new research from the good people over at Piper Jaffray. Analyst Gene Munster, no relations to the Munter's from vintage TV days, has estimated that Apple could possibly sell two million of the rumored tablet macs in 2010 for a 3% increase in Apples revenue. These made up numbers require that Apple sell their tablets for around $600.00. Munster has also gone and provided a lovely suggested mockup of what he believes the tablet would look like. The tablet will:
- Be similar to an iPod touch, only larger, capable of running most of the 70,000 applications on the iPhone App Store plus a new category of apps designed for the bigger screen.
- Be used primarily for Web surfing, e-mail, and digital media, competing with netbooks without being a netbook.
- Be priced between an iPhone and a MacBook -- between $500 and $700.
- Likely to include a 3G cellular modem and could be subsidized by a carrier -- either AT&T or Verizon.
- Sell better than Apple TV did its first year (1.2 million units).
- Could in fact sell 2 million units at $600 each to generate $1.2 billion and add about 3% to Apple's revenue stream in calendar 2010.
Munster has gone on to stand by his earlier statements that a tablet will launch in 2010, stating that he has received word from sources in component suppliers in Asia that Apple is ordering new parts. It's hard to get too excited about this kind news since we have been hoping for a tablet Mac for a while now, but we can't help ourselves... if they are selling at $600.00 we here at Mac|Life are getting ten each! You are going down Toshiba!