Wondering why almost every major PC maker has announced plans to bring a tablet computer to market soon? It’s not just because it’s an emerging product category representing a huge source of untapped revenue. It’s also because companies fear that if they don’t have a tablet to offer, they’ll lose money since tablet computers may be eating into notebook sales.
Speaking to analysts yesterday, HP exec Todd Bradley said that sales of tablets from rival companies (read: the Apple iPad) have likely affected notebook sales.
Of course, HP isn’t offering any hard numbers to prove that tablets are really to blame. And it’s perfectly possible that the reason notebook sales are slowing is because the market for netbooks — a huge growth area over the past few years — is saturated, as I suggested a few days ago.