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Newsletter Issue #566: The iPad is Cannibalizing PC Sales Except When it’s Not

As industry analysts look to the drop in sales of netbooks, there has been the assumption that the people who used to purchase those dreadful shrunken PCs are opting to buy iPads instead. That has been a growing meme in a number of tech columns.

That is, until a recent survey from the NPD Group indicated it’s really not having that much of an effect. In other words, the iPad is an extra device that more and more people are buying, particularly if they already own other Apple products.

Until now, it was widely believed that the iPad was actually cannibalizing sales of some PCs, and perhaps even Macs, although the effect to the latter was said to be minimal. The main victim was reportedly those netbooks.

Suddenly, the belief system has changed, or at least for those who, like me, take NPD Group seriously as a source of legitimate marketing information.

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