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Will Only 1% of Netbook Buyers Shift to Tablets?

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One Morgan Stanley analyst panicked netbook markets by drawing conclusions from slowing netbook growth (See Exhibit One.)

Morgan Stanley on netbooks

Most analysts disagree and argue the 4-year netbook trend was due to peak anyways. Just coincidence that iPAD came aong at same time.

Another analyst, Jeff Orr with ABI Research, says "With an estimated ship volume of 58 million, netbooks have made the consumer mass market grade."

"But the iPad won't be mass market...that takes sales in the 40 million to 50 million unit range. For a CE device to make it mass market, and that's what the iPad is, a CE device, it has be under $200."

ABI estimate 8 million media tablets -- including iPad-- will ship during 2010.

"Just 1% of potential netbook buyers will be impacted by media tablets," Orr predicts.

Go ABI on Netbooks