How the iPad gobbles up netbook sales
Also getting cannibalized: iPod touches, eReaders, desktop PCs and handheld videogames
There's an interesting chart in a report to clients issued early Thursday morning by Morgan Stanley's Katy Huberty.
The subject of her report is last week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case scenario, HP builds a tablet computer around Palm's WebOS that not only competes with Apple's (AAPL) iPad, but captures 15% of the tablet market.
What caught my eye, however, was what her proprietary research shows about the impact of the iPad and other tablets on the broader gadget market, starting with netbooks. As her chart (above) shows, sales growth of these low-cost, low-powered computing devices peaked last summer at an astonishing 641% year-over-year growth rate. It fell off a cliff in January and shrank again in April — collateral damage, according to Huberty, from the January introduction and April launch of the iPad.
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Σε κανέναν δεν θα λείψουν τα παλιοNetbooks παρά μόνο στα "κορόιδα" που τα αγόραζαν με το κιλό. Ναι ακόμη και η ομάδα του Ράδιο Αρβύλα. Τόσα χρήματα παίρνει η παραγωγή και στην εκπομπή χρησιμοποιούν Crapbooks. Ήμαρτον! Έλεος δηλαδή!
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