Interesting article on iPads vs. netbooks:
Hello iPad, goodbye netbook
Posted by Philip Elmer-DeWitt
June 8, 2010 8:41 AM
Morgan Stanley sees the tablet reshaping the PC market, raises its Apple target price to $332
Click to enlarge. Source: Morgan Stanley
As if Steve Jobs wasn't getting enough attention after his iPhone 4 keynote Monday, Morgan Stanley's Katy Huberty issued a note to clients Monday night that's basically a love song to his iPad.
more plus graphs at
tech.fortune.cnn.com
Some of the comments are at least as interesting as the article itself. Here are a couple of the ones I found most interesting:
An IPAD cannot replace a netbook. There is no equivalent for creating or editing documents or spreadsheets, the touch screen doesn't replace a keyboard either.
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What people aren't taking to heart is what happens when you couple the data in this article with the fact that AT&T is dumping unlimited 3G data plans. IPad users will be trying to somehow reconcile their "PC-like" browsing habits with limited data plans, and metered usage thereafter. Bottom line? new iPad users relying on 3G are going to be increasingly dissatisfied. "I just streamed the latest episode of my favorite show, and I just ate half my bandwidth allocation for August!". Apple's biggest selling points of sexiness and low-stress browsing will be eaten into by diminishing customer satisfaction. What's more, even if only one out of every 100 iPad users are affected, chances are that one user (and a high-bandwidth user, blogger, etc.) is going to be vocal enough to skew public perception.
This situation is going to get very, very ugly for Apple/AT&T in 3Q/4Q 2010.
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