“Sales of traditional notebooks appear to be feeling pressure from the iPad, causing a scramble by vendors to launch iPad-like tablets,” UBS Investment Research analyst Maynard Um wrote in that note, excerpted on the blog Apple Insider. “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.”
In addition, Um reportedly suggested that “consumers who purchase iPads may be more willing to delay purchases and upgrades of existing PCs,” although he stopped short of suggesting the iPad has started to cannibalize the notebook market.
Analyst: iPad sales may hit 28 million in 2011
Posted on Thursday, September 09 2010 @ 13:52 CEST by Thomas De Maesschalck