All About The Benjamins

by Christopher Paul on September 17, 2010

John Gruber in response to reports of Apple’s iPad “cannibalizing” 50% of laptop sales:

There’s been no sign that Mac laptop sales have slowed. We only have one quarter of results for the iPad era, but Mac sales were up 33 percent year-over-year. If it’s true that “laptop” sales overall are slowing, it’s coming entirely at the expense of Apple’s competitors. My theory is that it’s simply about price points. Apple’s MacBooks start at $999. The iPad isn’t competing against MacBooks — it’s competing against $500-900 computers.

If he’s about price points, and I partially agree with that (not that I disagree, the iPad is more than a $500-900 computer), Dell has something to worry about.

Morgan Stanley Analyst Katy Huberty: ‘Tablet Cannibalization’ Slowing Growth of Laptop PC Sales – Daring Fireball

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