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Also finding cannibalized: iPod touches, eReaders, desktop PCs and handheld videogames
There's an exciting chart in a very report to customers issued early Thursday early morning by Morgan Stanley's Katy Huberty.
The subject of her report is final week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case situation, HP builds a tablet personal computer about Palm's WebOS that not only competes with Apple's (AAPL) iPad, but captures 15% with the tablet industry.
What caught my eye, nonetheless, was what her proprietary investigation demonstrates regarding the influence of the iPad as well as other tablets on the broader gadget market place,
Microsoft Office Standard 2007, beginning with netbooks. As her chart (over) reveals,
Buy Office Standard 2010, sales progress of these low-cost, low-powered computing devices peaked final summer season at an astonishing 641% year-over-year development fee. It fell off a cliff in January and shrank once again in April -- collateral damage,
Genuine Windows 7 Home Basic Win7 Key Retail CD - Suco de Computador, in accordance to Huberty,
Cheap Office Home And Business 2010, through the January introduction and April start with the iPad.
Her timing appears a little off. Steve Work didn't unveil the iPad till Jan. 27, yet the NPD data she cites is dated Jan. ten.
But in help of her theory, she delivers a Morgan Stanley/Alphawise survey carried out in March that identified that 44% of U.S. buyers who have been arranging to purchase an iPad stated that they ended up buying it rather than a netbook or notebook computer.
What other devices did that survey advise may get cannibalized through the iPad? In accordance to Exhibit two,
Windows 7 Home Premium 64, below,
Windows 7 Home Basic Key, the iPod touch is subsequent in line.
See also:
iPad survey: 4.6% 'extremely interested' Apple's iPad vs. the netbooks
[Follow Philip Elmer-DeWitt on Twitter @philiped]