Friday, May 7, 2010
iPad, the Netbook Killer?
Posted by Jeff Campbell in "Apple iPhone, iPod Touch, iPad" @ 08:00 AM
"The iPad may be partially or even primarily responsible for the slow demise of netbook sales, according to Morgan Stanley market (via Fortune) analyst Katy Huberty. In a report released Thursday for Morgan Stanley clients, the impact of the iPad is causally linked to the rapid decline of the netbook sales growth curve."
They point to a couple of issues to defend their premise. The first is that graph above, that shows the drop off in sales starting in December of last year and continuing through January when the iPad was introduced. The other is a March survey that said 44% of potential netbook purchasers were instead holding off to buy an iPad. Something is causing the drop off, and these sound logical, what are your thoughts?
