According to a new study's findings, a transition is already in progress.
Scott SteinEditor at Large
I started with CNET reviewing laptops in 2009. Now I explore wearable tech, VR/AR, tablets, gaming and future/emerging trends in our changing world. Other obsessions include magic, immersive theater, puzzles, board games, cooking, improv and the New York Jets. My background includes an MFA in theater which I apply to thinking about immersive experiences of the future.
ExpertiseVR and AR, gaming, metaverse technologies, wearable tech, tabletsCredentials
Nearly 20 years writing about tech, and over a decade reviewing wearable tech, VR, and AR products and apps
We've wondered, with Atom Netbooks having been basically in pause mode technology-wise for the better part of two years, whether the popular bottom-priced product might eventually be threatened by larger, smarter smartphones and sleeker hybrid computing devices and tablets such as the iPad.
It makes sense, especially with the iPad having sold a million units through its first 28 days, and we've mused on it before. A new study from Morgan Stanley, discussed in Fortune's Apple 2.0 blog, concludes that tablets in general will be a big threat to the area. Netbook sales growth, according to a chart from Morgan Stanley's Katy Huberty, has been significantly flatter lately; sales are still increasing, just not at the rate they were before. Last July, growth was at 641 percent. In December, growth was 179 percent, and in January it dropped to 68 percent.
And, in a not-surprising survey from Morgan Stanley/Alphawise, the biggest product category likely to be cannibalized by potential iPad customers is Netbooks/laptops. Forty-four percent of potential iPad customers say they'll get it over a notebook. Interestingly, 27 percent said they'd buy an iPad over a desktop.
10 things Netbooks can learn from the iPad (photos)