Goldman: Apple iPad will cannibalize the market for, and makers of, netbooks and laptops

invisibleSHIELD case for iPadGoldman Sachs discusses the stock market implications of Apple’s revolutionary iPad in a note to clients, reports The Financial Times’ Joseph Cotterill.

Goldman’s take on iPad:
1. Consumption – iPad focused squarely on information consumption versus information production
2. Content – iPad relies on tight integration with content sources
3. Connected – Multiple options ensure the iPad is connected to the internet
4. Constant operation – iPad is an “instant on” device with all-day battery life
5. Commerce – Apple’s ecosystem ensures that users are always “ready to buy”

Goldman “reckons that tablet thingies like it will eventually cannibalise the market for (and makers of) netbooks and laptops,” Cotterill reports.

Full article here.


  1. The key point is that the iPad focuses on consumption rather than production. PCs / Macs may be much better at production, but 99% of what many people do is just to CONSUME data, be it news, web, emails, photos etc etc. The iPad actually makes that much more enjoyable so consumers do not mind if it is not so good at creating content.

  2. If you really want to see the true genius if the iPad watch what the competition comes up with. I have two. My wife chided me for getting her one and 2 months later she can’t stop telling me how great it is. The genius is in simplicity. Always was!

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