Will Apple iPad cannibalize sales of Macs or iPods? Philip Elmer-DeWitt in Fortune on NPD data for April 2010:
The data show domestic Mac sales up 39% year over year… The same data show iPod sales down 17% year over year…
Piper Jafray’s Gene Munster:
April NPD data gives us the first sign of the degree to which the iPad cannibalizes iPod or Mac sales… From the early NPD data, it appears that the iPad has a minimal cannibalization impact on Mac sales, and could be slightly cannibalizing iPod sales. Given the [average selling price] (4x) and margin profile of the iPad, we see this as a net positive for Apple’s business.
In other words, with the iPad, there are winners and losers. Either way, Apple makes more money.