Microsoft exec admits Apple’s revolutionary iPad is cannibalizing netbook market

Apple Online Store“I finally got someone at Microsoft to admit that tablets are cannibalizing netbooks, something research and financial firms have been starting to report in recent months,” Nick Eaton reports for Seattlepi.com. “On Monday I spoke to Gavriella Schuster, general manager for Windows product management, about the “consumerization of IT” and Windows momentum with consumers and the enterprise.”

Eaton reports, “On a conference table in Building 37 of Microsoft’s Redmond headquarters, sitting in front of Schuster was a little, pink netbook.”

MacDailyNews Take: Gag.

Eaton continues, “So I pointed to Schuster’s netbook and asked about the recent trend. ‘These are definitely getting cannibalized,’ she said. ‘These are really a second device. But they are getting cannibalized.'”

Full article here.

MacDailyNews Take: iCal sez:
• The iPad has fewer capabilities than a netbook, in a similar size. Not a good start.Lee Gomes, Forbes, March 05, 2010
• The iPad will remain an expensive, niche device compared to all-purpose netbooks.Preston Gralla, PCWorld, March 30, 2010

29 Comments

  1. Have you noticed how many iPads are visible on television these days? They’re all over the news shows… Last night on criminal minds, each member of the cast was handed an iPad as part of the storyline.

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  4. @theoloniusMac

    I saw that also. CSI is sporting them as well. Did you also note that the techie Garcia used the specific term “Facetime”, which is a registered trademark of Apple, instead of the generic video conference.

  5. My take is that the iPad is not directly predating on the netbook (and notebook) but that it is a gateway device. Once you have your iPad you want the macbook (PRO/AIR) and it is THESE sales that are decimating the netbook market. Particularly the macbook air 11″, which is everything the netbook dreamt of being.

  6. I truly think you’re argument to be worth researching, but as a person who went from Sony and Palm in Dec 09 to iPhone, Macbook Pro, THEN iPad starting Jan 10, I believe that the laptop-ish device would be first to be replaced (higher likelihood of needs being met) therefore causing the desire to try an iPad. It depends on how it’s used. I’m a student and self-proclaimed “techie” and need versatility and high functionality. The iPad has been a great in-between. Can’t bring personal laptops to work.

  7. On CNN’s election nite coverage, there were a dozen talking heads at two tables. They all had iPads, except for one person. That person had a MBP! And, the analyst geek number cruncher they had, used an iPad in a portolio when he was walking around. iPads are everywhere.

  8. “These are really a second device”. That is what is the real truth.  If a household, or business does not have a main computer than they should not get a iPad or netbook.  Some will argue about extreme details, but that is the truth. This is why iPads should be considered in the same category as a netbook.  As far a cannibalizing, no, it is taking market share.  PC people don’t want to use that term because it will scare investors, OEMs, and the diehards.  The one good thing about Android and Crome OS entering the market the debate on what a iPad is will be settled next year.  A compute, or come up with a new term.  Either MS will be king of a shrinking market; or a large player in a expanding market.              

  9. Can we please stop using “cannibalized” and “cannibalizing” to mean something they don’t? Cannibalizing means eating one of your own kind. If Apple made a netbook, it would be OK to say that _Apple’s_ iPad was cannabilizing _Apple’s_ netbook. It’s not OK to say that Apple’s iPad is cannabilizing the netbooks made by others. That’s just dumb.

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