Windows 7 Ultimate 32 Bit How the iPad gobbles up

Click to enlarge,Office Ultimate
Also getting cannibalized: iPod touches, eReaders,Office Ultimate, desktop PCs and handheld videogames

There's an interesting chart inside a report to customers issued early Thursday early morning by Morgan Stanley's Katy Huberty.
The topic of her report is final week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case situation,Buy Windows 7, HP builds a tablet laptop or computer all around Palm's WebOS that not simply competes with Apple's (AAPL) iPad,Windows 7 Ultimate 32 Bit, but captures 15% in the tablet market place.
What caught my eye, nevertheless, was what her proprietary analysis demonstrates about the impact with the iPad as well as other tablets around the broader gadget market, starting up with netbooks. As her chart (higher than) reveals, revenue development of these low-cost, low-powered computing units peaked final summertime at an astonishing 641% year-over-year growth charge. It fell off a cliff in January and shrank yet again in April -- collateral damage, in accordance to Huberty, from the January introduction and April kick off from the iPad.
Her timing seems a little off. Steve Employment failed to unveil the iPad until Jan. 27,Microsoft Office Professional 2010 at least six dead, millions affected by china, nevertheless the NPD data she cites is dated Jan. ten.
But in assist of her idea, she delivers a Morgan Stanley/Alphawise survey executed in March that identified that 44% of U.S. customers who have been arranging to buy an iPad said they have been getting it rather than a netbook or notebook laptop or computer.
What other products did that survey propose may possibly get cannibalized through the iPad? In accordance to Exhibit 2, beneath,Office 2010 Professional Plus 32 Bit, 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]