June 01, 2012 at 13:40 PM EDT
Tablets: Microsoft Rising, Morgan Stanley Says; Cannibalization Spreads
The equity research team at Morgan Stanley late yesterday published a long (37 pages) update to their “Blue Paper” on tablet computers, writing that 2011 sales of the devices turned out being 26% higher than they predicted in February a year ago, and cannibalization of PCs higher than predicted as well. “The market is even [...]
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