The worry about Apple’s iPad cannibalizing Mac sales hasn’t started. Yet. John Paczkowski in All Things Digital says the iPad is having an impact on the PC industry instead. UBS analyst Maynard Um:
Sales of traditional notebooks appear to be feeling pressure from the iPad, causing a scramble by vendors to launch iPad-like tablets,” Um wrote in a note to clients. “We believe that a majority of this impact is occurring on the lower end of PC sales as the iPad is priced close enough to this range that it becomes attractive to consumers looking to make purchases within this segment. We are not sold that the iPad is purely cannibalizing PC sales, as the functionality of the iPad can not yet fully match the functionality of notebook PC’s. However, consumers who purchase iPads may be more willing to delay purchases and upgrades of existing PC’s.
Uh oh.
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