From Tiernan Ray of Barron’s on Morgan Stanley’s view of the tablet market:
The big picture: people don’t appreciate how big tablet computing can get, write the authors. They project shipments of more than 100 million by 2012. (To put that in perspective, analysts have been projecting Apple (AAPL) may ship between 30 and 40 million units of its iPad this year, and the entire industry may ship 50 million, according to several published estimates I’ve seen.)
In other words, big. Very big.