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Also acquiring cannibalized: iPod touches, eReaders, desktop PCs and handheld videogames
There's an interesting chart in a report to consumers issued early Thursday morning by Morgan Stanley's Katy Huberty.
The topic of her report is very last week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case scenario,
Office 2010 Sale, HP builds a tablet pc about Palm's WebOS that not simply competes with Apple's (AAPL) iPad, but captures 15% from the tablet market.
What caught my eye, however, was what her proprietary analysis exhibits about the impact from the iPad and other tablets within the broader gadget industry,
Windows 7 Keygen, starting up with netbooks. As her chart (higher than) shows, income progress of these low-cost, low-powered computing units peaked last summer season at an astonishing 641% year-over-year development fee. It fell off a cliff in January and shrank yet again in April -- collateral injury,
Buy Office 2007, according to Huberty, from the January introduction and April kick off in the iPad.
Her timing would seem just a little off. Steve Jobs did not unveil the iPad until Jan. 27,
Cheap Office 2007, but the NPD data she cites is dated Jan. 10.
But in assist of her idea, she presents a Morgan Stanley/Alphawise survey conducted in March that located that 44% of U.S. buyers who were planning to acquire an iPad mentioned they had been acquiring it as opposed to a netbook or notebook computer.
What other gadgets did that survey recommend may well get cannibalized from the iPad? According to Exhibit two,
Office 2010 Activation, beneath, the iPod touch is up coming in line.
See also:
iPad survey: 4.6% 'extremely interested' Apple's iPad vs. the netbooks
[Follow Philip Elmer-DeWitt on Twitter @philiped]
Cheap Office 2007 How the iPad gobbles up netbook
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