Microsoft Office 2007 Product Key How the iPad gob

Click to enlarge
Also getting cannibalized: iPod touches, eReaders,Windows 7 Key, desktop PCs and handheld videogames

There's an intriguing chart within a report to clients issued early Thursday morning by Morgan Stanley's Katy Huberty.
The matter of her report is last week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case scenario,Microsoft Office Standard 2007 Key, HP builds a tablet pc all around Palm's WebOS that not just competes with Apple's (AAPL) iPad, but captures 15% of the tablet marketplace.
What caught my eye, nonetheless, was what her proprietary research shows in regards to the influence from the iPad and other tablets around the broader gadget market place,Office Ultimate 2007 Hewlett-Packard To Kill Windo, starting with netbooks. As her chart (previously mentioned) demonstrates,Windows 7 Home Premium 32 Bit, revenue progress of those low-cost, low-powered computing devices peaked final summer time at an astonishing 641% year-over-year expansion price. It fell off a cliff in January and shrank once again in April -- collateral injury, according to Huberty, from your January introduction and April kick off in the iPad.
Her timing would seem a bit off. Steve Careers did not unveil the iPad until Jan. 27,Genuine Office 2007, however the NPD information she cites is dated Jan. 10.
But in help of her theory,Microsoft Office 2007 Product Key, she presents a Morgan Stanley/Alphawise survey performed in March that identified that 44% of U.S. customers who were preparing to buy an iPad mentioned they were acquiring it instead of a netbook or notebook personal computer.
What other devices did that survey recommend may get cannibalized from the iPad? In accordance to Exhibit 2, below, 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]