Fortune reported today that Morgan Stanley has released some very interesting numbers that show that the iPad is already heavily impacting netbook and iPod Touch sales.
Using sales data collected from July 2009 until the beginning of April 2010, Morgan Stanley analyzed that not only the start of sales, but also just the mere thought of the iPad in the minds of consumers was enough to slow sales. Also, a survey conducted in March of this year clearly shows that people want the iPad over other devices.
The “big iPod Touch” obviously is much more enticing to consumers than the little one, especially as there is only a few hundred dollars separating the two devices (from the high end iPod Touch to the low end iPad). Same issue with netbooks – it seems that all other manufacturers just weren’t prepared for the $499 price point (and trust us, that’s the big reason it’s killing these other devices). On the other hand, Apple must have known that the iPod Touch was going to be a necessary causality to get the iPad into everyone’s hands.
Images: Fortune
















I’m looking forward to getting an iPad, but having recently sat alongside someone who was unable to blog properly using one of the things I have also upgraded my netbook this week ;)
I wonder who that was? Whoever it was, bet he won’t do that again!
Until I can properly blog on the iPad, it’s dead to me.
Does that mean you will sell it to me? :-)
No Boris he’s put it in the mail to me. I love surprises!
has wordpress not released an app for the ipad yet?
it has, but it has many limitations: read this post I wrote earlier this week for more info: http://thenextweb.com/apple/2010/05/04/two-weeks-two-continents-one-ipad-no-laptop-sort-of/
Well, there`s nothing surprising that iPad has to some extent reduced the other digital products` purchases. But I think it cannot be looked upon as a tendency, ’cause all this situation is due to hype and marketing. People who bought it will soon understand that this gadget still cannot replace all other devices for them, so probably in some time they will decide to buy something else.
Well, IMO that “something else” right now has to be a full blown (though lightweight) laptop, because right now at $499 the iPad is a much better purchase than a $300-$400 netbook – and I really like netbooks. It’s just a quality for price issue – if Asus and some other netbook manufacturers can up their products (esp with multitouch) and keep the price under $500 they have a chance, especially among students (and bloggers) who really need a keyboard. If they can’t, then…
Can request the company’s slow sales of the iPod Touch, but I think it is possible to kill the entire line. Touch a great feature, The size of the iPhone, making it much more mobile phone calls the company (although I think it is the mobile device as a netbook, a laptop computer), and (b) without a phone, which gives appeal to users who want to make the smartphone.
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