Recall the old joke about being slightly pregnant? Shift the premise to Apple’s tablet and you have the latest opinion on whether the iPad will hurt Mac sales. After previously thought to hurt PC notebook sales most, an analyst tells investors Monday morning the iPad is “slightly cannibalizing” demand for low-end MacBooks.
Kaufman Bros. analyst Shaw Wu slightly reduced his expectations for September Mac sales to 3.8 million, down from 3.9 million. He points to suppliers indicating the tablet is “slightly cannibalizing” the most inexpensive MacBooks. At the same time, the analyst increased his forecast for iPad quarterly sales to 5.7 million, up from 3.6 million. The rosier picture is due to the kinks being worked out of iPad screen supplies.