Will you buy notebook after iPad appears?
This is a big quesion that decides if iPad is a big factor in declinning notebook sales. Obviously to me, the answer is ‘No’. And I think most of poeple have done like me who would rather to buy the qualified iPad from exquisite Apple than those low-cost notebooks.
“We expect tablets to continue to pressure PCs as more vendors launch products (e.g., Dell Streak and Samsung Tab) and Apple expands its iPad distribution,” read Morgan Stanley analyst Katy Huberty’s research note, as quoted by Fortune.
Huberty’s note incorporates data from research firm The NPD Group, which shows six months’ worth of declining U.S. sales for notebooks between March and August. By that point, overall U.S. notebook sales were down 4 percent year-over-year—the first time that particular segment experienced such a dip. Early September data suggests a similar negative trend. “Tablet cannibalization” is a significant factor in those numbers, she reportedly wrote.
Huberty also expects sales of 50 million tablets in 2011.
Best Buy plans to heavily promote the iPad during the holiday shopping season, and expand distribution of the device to all of its 1,093 stores in the United States. “People are willing to disproportionally spend for these devices because they are becoming so important to their lives,” Brian Dunn, CEO of Best Buy, is quoted as saying in a Sept. 14 Wall Street Journal interview. “We are really positioning the company to be the place where people can come and see the best of the connected world.”
Other analysts have suggested the iPad could affect lower-end PC sales.
“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 a Sept. 8 research 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.”
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