A report on Friday claimed "anecdotal evidence" of the 11.6-inch MacBook air cannibalizing the iPad. Hmm...so, is that what Steve Jobs meant by iPad-meets-MacBook?
This research note came to me Friday from Ashok Kumar, an analyst at Rodman & Renshaw. "Signs of cannibalization: There is anecdotal evidence that the MacBook Air is cannibalizing the iPad. A fully functional notebook in a very attractive form factor may be resonating more with consumers than a content consumption only device."
That "content consumption only device" being the iPad, of course.
So, is this what happens when the? Consumers walk away with the MacBook instead?
If only slightly true, it's an interesting twist on a trend that's actually going in the other direction.will obviate the need for traditional laptops, as tablets become more adept at multitasking and begin to approach the processing power of low-end laptops.
And hybrids make this argument seemingly irrelevant. Thefuses a laptop with a tablet. If that kind of design proves popular, who needs a boring, old traditional laptop?
For now, the smaller MacBook Air looks and feels a lot like an iPad with a built-in keyboard. Until we're well into 2011, we won't know who's cannibalizing whom. But my money is on the tablet doing the devouring. With the iPad leading the way.