Apple COO Tim Cook is clearly hoping that the bestselling tablet can do just that. Here's what Seeking Alpha recorded Cook as saying on the topic of PC cannibalization during the company's third-quarter earnings call Tuesday night:
- In terms of cannibalization, we do believe that some customers chose to purchase an iPad instead of the new Mac during the quarter, but we also believe that even more customers chose to purchase an iPad over Windows PC. And as I've said before, there's a lot more of the Windows PC business to cannibalize than the Mac.
Apple has recently been setting the stage for a world with fewer PCs in it, with the unveiling of the iCloud service and iOS 5 operating system. The cloud should let you access your content and apps from any iDevice, while the operating system update will enable new devices to be updated without being connected to a computer.
It seems to me, however, that Apple also needs a couple of wireless elements in place if it is really to take a chunk out of the PC markets. One of the key complaints about the iPad is the lack of USB or other simple connections on the device.
If Apple and others can improve the connection capabilities of local-area Wi-Fi, so that you could be more sure of reliably uploading video, pictures and other content to the iPad over the unlicensed spectrum connection, that would make the iPad more competitive.
Meanwhile, the vendor really needs ubiquitous 4G coverage to solidify this tablet + cloud = death of the PC equation. Without faster wireless when you can't get on Wi-Fi, it is going to get really frustrating to upload new content like user videos to your cloud.
Do you think you could ditch your personal computer for a tablet yet?
— Dan Jones, Site Editor, Light Reading Mobile