By TIERNAN RAY, Barrons
Wall Street is reflecting on the tablet computer and how it has started to devour the personal computer’s lunch. There’s a time of the year when Wall Street waxes philosophical about that shiny New New Thing, the tablet computer. That moment was upon us last week, as a gaggle of research reports predicted further large strides by tablets in replacing the humble personal computer. A 37-page note put out Thursday by Morgan Stanley’s tech analysts noted that the rising use of tablet computers on corporate networks was one of the reasons that fully 37% of tablet purchases last year came at the expense of potential PC shipments, which were either delayed or abandoned. That was higher than the 29% “cannibalization” rate the analysts had been expecting. This year, the cannibalization percentage may be as high as 41%, the team predicted.
http://online.barrons.com/article/SB50001424053111903964304577422321014297942.html?mod=BOL_twm_col
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