|via Wikimedia Commons|
"Tablet Demand and Disruption, Mobile Users Come of AgePrinting companies and PCs better watch out. Slide 9 is titled: Printing: Underappreciated Cannibalization Story.
"Tablet demand is still underappreciated: shipments could reach 100 million by 2012, in our bull case scenario. A series of proprietary surveys covering more than 8,000 consumers and 50 chief information officers suggest that tablets are accelerating the adoption of the mobile internet. Our data yielded several surprises: 1) two-thirds of companies expect to allow tablets on their networks within a year; 2) consumer interest in tablets is even greater outside of the US, and 3) users are moving beyond web surfing, email, games, video, and applications to content creation. Tablets are additive to the broader computing market, and we see more beneficiaries than challenged companies." (read the full report at MorganStanley.com)
You also might be interested in this post from November 2010: Analyst Mary Meeker on Internet Trends at 2010 Web 2.0 Summit (Video/Slides)