If Apple chooses to entirely replace the iPad 2 with a fresh tablet, that will be good news for:
- Amazon AMZN, which can continue to sell the Kindle Fire with a significant price advantage. (A lower-cost iPad 2 would eliminate that advantage.)
- The same could be said for Barnes & Noble BKS, whose Nook Tablet wouldn't look so appealing up against a $300 iPad 2.
Will a fresh battery turn out to be one of the iPad 3's biggest new features? If so, consider:
- The future of traditional battery manufacturers, such as Energizer ENR and Procter and Gamble PG, which manufactures the Duracell line of batteries. As more electronics – particularly our primary electronics, such as tablets, smartphones and global positioning systems – use built-in rechargeable batteries, the traditional one-time-use battery makers could be headed for hard times.
- iGo IGOI is the first company to release rechargeable alkaline batteries, but is it too little, too late? Other than flashlights, electric tooth brushes, nose hair trimmers, and a plethora of old devices, do consumers even use traditional batteries anymore? In the past, my handheld game systems and portable music players used AAs. Today, they use rechargeable batteries that are built-in. Going forward, more devices are likely to make the switch to this modern battery format, leaving behind old-school AAs, AAAs, Cs and Ds.
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