Another article about the Morgan Stanley analyst.
http://www.computerworld.com/s/artic...?taxonomyId=66
Some more examples. 27% of ipad purchases will be made instead of a desktop, 44% instead of a laptop!
One family of 6 computers fighting over the ipad, he'll only by more ipads not computers. In the authors own family his college son is ditching his laptop for the ipad.
There are many of us that do alot of stuff on computers, but there are many others who buy a computer and do nothing but surf the web, occasional email, and a game or two. For those the ipad may devour that segment of the market.