PC sales are about 85-90M per quarter. iPad was selling at 4.7M that quarter. If every person who was going to buy a PC bought an iPad it would be a 5.5% reduction. Consumers are about half the market, so maybe you say 11% of the consumer market. And that again is assuming EVERY iPad sale is a lost consumer PC sale. HP dropping 20%+ is bigger than the iPad.
PC sales are about 85-90M per quarter. iPad was selling at 4.7M that quarter. If every person who was going to buy a PC bought an iPad it would be a 5.5% reduction. Consumers are about half the market, so maybe you say 11% of the consumer market. And that again is assuming EVERY iPad sale is a lost consumer PC sale. HP dropping 20%+ is bigger than the iPad.