In just over three months after the world got to know the iPad, the netbook market has started to lose in the face of its enormous success, according to an analysis published today by Morgan Stanley. The company, which had seen annual growth well below expectations for this sector in January, says that it failed to increase sales by more than 5% last month, after Apple started selling its competitor in the United States.
However, it is not just netbooks that are threatened with their sales being hampered by the iPad. In March, a researcher at Morgan Stanley concluded that 44% of potential buyers would leave aside the purchase of a netbook (or the exchange of an ordinary notebook) to acquire the tablet. A similar reaction also came from people who were interested in an iPod touch.
Morgan Stanley outlined other possibilities for cannibalizing sales among users of other product categories, including ereaders, consoles and desktops, but they were below 30% in these cases. Among all of these possibilities, only the notebook market appears to be suffering in a similar way estimated by the study, suggesting that Apple's opinion on these computers should take hold over time.
(via Fortune Tech)