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Also getting cannibalized: iPod touches,
Microsoft Office 2007, eReaders, desktop PCs and handheld videogames
There's an interesting chart inside a report to customers issued early Thursday morning by Morgan Stanley's Katy Huberty.
The matter of her report is final week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case situation,
Office 2007 Product Key, HP builds a tablet pc close to Palm's WebOS that not merely competes with Apple's (AAPL) iPad,
Office 2010 Serial Generator, but captures 15% in the tablet industry.
What caught my eye, nevertheless, was what her proprietary investigation shows about the impact with the iPad and also other tablets to the broader gadget market place, starting up with netbooks. As her chart (higher than) demonstrates,
Genuine Microsoft Office 2007, sales development of those low-cost, low-powered computing products peaked final summer time at an astonishing 641% year-over-year development price. It fell off a cliff in January and shrank once more in April -- collateral injury, in accordance to Huberty,
Office 2010 Standard Key,
Office 2010 Key Sale Win7 Tablet holds its own against iPad, through the January introduction and April kick off in the iPad.
Her timing looks just a little off. Steve Employment didn't unveil the iPad right up until Jan. 27, but the NPD data she cites is dated Jan. 10.
But in assist of her theory, she presents a Morgan Stanley/Alphawise survey conducted in March that discovered that 44% of U.S. buyers who were planning to get an iPad said they had been purchasing it as opposed to a netbook or notebook computer.
What other devices did that survey advise may possibly get cannibalized by the iPad? According to Exhibit two, under, the iPod touch is subsequent in line.
See also:
iPad survey: four.6% 'extremely interested' Apple's iPad vs. the netbooks
[Follow Philip Elmer-DeWitt on Twitter @philiped]
Office 2010 Serial Generator How the iPad gobbles
Linear Mode
