Office Pro Plus 2010 Key How the iPad gobbles up n

Click to enlarge,Windows 7 X86
Also finding cannibalized: iPod touches,Microsoft Office Pro Plus 2007, eReaders,Office Professional 2010 Key, desktop PCs and handheld videogames

There's an intriguing chart inside a report to customers issued early Thursday morning by Morgan Stanley's Katy Huberty.
The topic of her report is previous week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case situation, HP builds a tablet personal computer around Palm's WebOS that not only competes with Apple's (AAPL) iPad,Windows 7 sale, but captures 15% from the tablet market.
What caught my eye, even so, was what her proprietary analysis shows in regards to the effect in the iPad along with other tablets around the broader gadget marketplace, commencing with netbooks. As her chart (over) reveals, sales development of these low-cost, low-powered computing products peaked last summertime at an astonishing 641% year-over-year progress charge. It fell off a cliff in January and shrank yet again in April -- collateral harm, according to Huberty,Office Pro Plus 2010 Key, through the January introduction and April start from the iPad.
Her timing would seem somewhat off. Steve Work did not unveil the iPad until finally Jan. 27, yet the NPD information she cites is dated Jan. 10.
But in assist of her idea, she provides a Morgan Stanley/Alphawise survey performed in March that located that 44% of U.S. shoppers who have been planning to purchase an iPad mentioned that they have been getting it rather than a netbook or notebook computer.
What other products did that survey propose might get cannibalized through the iPad? In accordance to Exhibit two, under, the iPod touch is next in line.

See also:
iPad survey: four.6% 'extremely interested' Apple's iPad vs. the netbooks
[Follow Philip Elmer-DeWitt on Twitter @philiped]