“Tablet computer ownership has jumped from 3% to 18% of survey respondents since the year-earlier study, they write,” Ray reports. “Interestingly, so has PC ownership: laptops are now owned by 81%, up from 62%. Smartphone use has gone from 28% to 59%. The number of people intending to buy a tablet has risen from 14% to 31%… Those considering a tablet now express a preference for Apple 77% of the time versus 73% back in November. Interest in Microsoft’s Windows on a tablet has slipped from 52% to 40%, while enthusiasm for Google’s (GOOG) “Android” software on a tablet is ‘stable’ at 36% versus 38% a year earlier.”
Ray reports, “Out of 75 million tablet units that may be shipped in 2012, ‘We currently forecast 50 million iPads for, but Apple appears on track to sell >45M units in CY11, suggesting our estimate is likely conservative,’ they write. ‘Every 1M iPads is worth $0.04-0.05 of incremental EPS (depending on mix).’”
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