Apple’s iPad is a hit. The company sold 7.3 million iPads in the December quarter of 2010, a 75 percent increase from the previous quarter. But judging from all the Android tablets announced at CES, it is about to face an onslaught of competition. So far, though, Apple COO Tim Cook has “no concerns” with the tablets that are out there today, and goes so far to call current Android tablets “bizarre.” On today’s Apple earnings call, Cook characterized the competition as falling into two buckets: Windows-based tablets, which are “big, heavy and expensive” and suffer from “weak battery life,” and current Android tablets, which are “scaled-up” smart phones.
Here is his response to the question, based on MG’s notes: