Here’s another look at the impact of the iPad on the PC industry, courtesy of Jefferies analyst Peter Misek and Dan Frommer of SplatF.
Misek initiated coverage of HP today with a hold rating, and included this chart showing the drop in the growth of HP’s notebook shipments, as well as the drop in the growth PC notebooks overall. (Frommer added the data on Apple’s growth in notebook shipments as a contrast.)
As Frommer points out, “A market that was growing 20% to 40% year-over-year per quarter just a couple of years ago is now basically flat.”
Misek says it’s thanks to the growth of the tablet market: “We believe tablets are cannibalizing consumer notebooks and are the biggest driver in the deterioration of HP’s consumer notebook shipments. We expect tablets to cannibalize more enterprise notebooks as we get into 2012.”
Until someone delivers a credible iPad rival, this trend will continue for all the PC players.
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Milestone-maker may not be the first words that come to mind when you think ‘Wyoming,’ but consider this: the state lays claim to the first ever national park (Yellowstone), the first national monument (Devil’s Tower), and to being first for women’s suffrage. Not content to rest on its laurels, Wyoming Governor Matt Mead put on his early adopter hat and marched all ten thousand civil servant soldiers into the Google cloud. It’s a major first for both parties, and might even help Google ease the federal government’s earlier MS-favoring snub. By switching solely to Google Apps for Government, Mead says the move will save his great territory significant coin, not to mention getting everybody under the Gmail umbrella like Los Angeles did back in 2009. Unintended consequence of the move? The inefficiency of, oh, about nine thousand, nine hundred and ninety-nine workers whiling away their days on Gchat. Check below for official video of the address.
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There’s not much else to say about this chart. According to Gartner, the world spent $9.6 billion in tablets. According to Apple’s official numbers, the iPad got $9.566 billion.
Of course, that’s 2010. The real battle will be this year: Gartner says that the market will grow to $29.4 billion in 2011, cannibalizing PCs and getting into the enterprise in full force. But Honeycomb and Playbook fanboys, don’t get your hopes too high: Gartner says that Apple will grab 70% of that market in 2011, and pretty much be the only game in town. Whatever. The only game in town I care about is Sword & Sworcery.