Apple ponders iPad cannibalization of PCs | Nanotech - The Circuits Blog - CNET News

I wonder who's buying these things. It sure ain't Mac users that's for sure.

Here's the answer iPad for business: Apple taking over corporate America | 9 to 5 Mac

Two market researchers on Tuesday revised their forecasts upward for tablets, of which the lion's share in 2010 is Apple's iPad. ABI Research said it "has revisited its forecasts, almost tripling the original estimate to reach about 11 million tablets expected to ship by the end of 2010...based both on the broader availability of the iPad."

iSuppli, another market research firm, was even more bullish. "Amid indications that Apple Inc. is ratcheting up its iPad production targets to meet booming demand, iSuppli Corp. is ratcheting up its shipment forecast as well. iSuppli now predicts Apple will ship 12.9 million iPads in 2010, an increase from the previous forecast issued April 2nd of 7.1 million units."

The only thing crimping iPad shipments is limited production capacity, iSuppli said. "iSuppli believes that the only limitation on iPad sales now is production--and not demand," said Rhoda Alexander, director of monitor research for iSuppli.

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