[FONT=宋]Also obtaining cannibalized: iPod touches, eReaders, [/FONT][FONT=宋]tablet pc[/FONT][FONT=宋] and handheld videogames[/FONT]
[FONT=宋]There's an exciting chart inside a report to customers issued early Thursday morning by Morgan Stanley's Katy Huberty.[/FONT]
[FONT=宋]The subject of her report is last week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case scenario,Microsoft Office Pro 2010, HP builds a tablet pc all around Palm's WebOS that not only competes with Apple's (AAPL) iPad,Microsoft Office Pro 2007, but captures 15% of the tablet marketplace.[/FONT]
[FONT=宋]What caught my eye, nonetheless,Office 2007 Professional Plus, was what her proprietary analysis demonstrates in regards to the impact of the [/FONT][FONT=宋]Acer Aspire AS7741G-6426 Notebook Intel Core i5 480M(2.66GHz) 17.3" 4GB Memory[/FONT][FONT=宋]and other tablets to the broader gadget market place, commencing with netbooks. As her chart (over) shows, revenue expansion of these low-cost, low-powered computing devices peaked previous summer at an astonishing 641% year-over-year growth price. It fell off a cliff in January and shrank once again in April -- collateral harm, according to Huberty, in the January introduction and April kick off from the iPad.[/FONT]
[FONT=宋]Her timing appears just a little off. Steve Careers failed to unveil the iPad till Jan. 27,Microsoft Office 2010 Professional Plus, nevertheless the NPD info she cites is dated Jan. ten.[/FONT]
[FONT=宋]But in assistance of her theory, she offers a Morgan Stanley/Alphawise survey performed in March that discovered that 44% of U.S. buyers who were organizing to buy an [/FONT][FONT=宋]Acer Aspire 5742 Laptop, Core i3-370 2.4GHz, 3GB RAM, 250GB HDD, 15.6" TFT, DVDRW, UMA, Webcam, Windows 7 Home Premium 64bit[/FONT][FONT=宋]said that they were buying it as opposed to a netbook or notebook computer.[/FONT]
[FONT=宋]What other products did that survey recommend may get cannibalized through the iPad? In accordance to Exhibit 2,Windows 7 Pro Product Key, under, the iPod touch is subsequent in line.[/FONT]
[FONT=宋]8 inch Freescale A8 Google Android 2.2 Tablet 512MB 4GB HDD External 3G With WiFi[/FONT]
[FONT=宋]Flying Touch III 10.1 inch Google Android 2.2 6000mAh Battery GPS Gravity Sensor Tablet PC [/FONT]
[FONT=宋]There's an exciting chart inside a report to customers issued early Thursday morning by Morgan Stanley's Katy Huberty.[/FONT]
[FONT=宋]The subject of her report is last week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case scenario,Microsoft Office Pro 2010, HP builds a tablet pc all around Palm's WebOS that not only competes with Apple's (AAPL) iPad,Microsoft Office Pro 2007, but captures 15% of the tablet marketplace.[/FONT]
[FONT=宋]What caught my eye, nonetheless,Office 2007 Professional Plus, was what her proprietary analysis demonstrates in regards to the impact of the [/FONT][FONT=宋]Acer Aspire AS7741G-6426 Notebook Intel Core i5 480M(2.66GHz) 17.3" 4GB Memory[/FONT][FONT=宋]and other tablets to the broader gadget market place, commencing with netbooks. As her chart (over) shows, revenue expansion of these low-cost, low-powered computing devices peaked previous summer at an astonishing 641% year-over-year growth price. It fell off a cliff in January and shrank once again in April -- collateral harm, according to Huberty, in the January introduction and April kick off from the iPad.[/FONT]
[FONT=宋]Her timing appears just a little off. Steve Careers failed to unveil the iPad till Jan. 27,Microsoft Office 2010 Professional Plus, nevertheless the NPD info she cites is dated Jan. ten.[/FONT]
[FONT=宋]But in assistance of her theory, she offers a Morgan Stanley/Alphawise survey performed in March that discovered that 44% of U.S. buyers who were organizing to buy an [/FONT][FONT=宋]Acer Aspire 5742 Laptop, Core i3-370 2.4GHz, 3GB RAM, 250GB HDD, 15.6" TFT, DVDRW, UMA, Webcam, Windows 7 Home Premium 64bit[/FONT][FONT=宋]said that they were buying it as opposed to a netbook or notebook computer.[/FONT]
[FONT=宋]What other products did that survey recommend may get cannibalized through the iPad? In accordance to Exhibit 2,Windows 7 Pro Product Key, under, the iPod touch is subsequent in line.[/FONT]
[FONT=宋]8 inch Freescale A8 Google Android 2.2 Tablet 512MB 4GB HDD External 3G With WiFi[/FONT]
[FONT=宋]Flying Touch III 10.1 inch Google Android 2.2 6000mAh Battery GPS Gravity Sensor Tablet PC [/FONT]
