Apple's iPad Is Going To Destroy The Netbook Market, Says Goldman Sachs

Whether you believe the tablet PC is a substitute for, or a complement to, a netbook, it does seem clear that a tablet's function is different.

The iPad is focused squarely on information consumption versus information production, analysts at Goldman Sachs note. A device that looks like “just a big screen” suggests what users should do with the device: consume information, with limited ability to manipulate it.

The lack of a physical keyboard suggests that the primary purpose of the device is not for inputting large amounts of information, but instead selecting among options, or performing light editing using a soft keyboard, the analysts suggest.

If that is the case, a key element of the experience will be relatively tight integration with content sources. 

I'm not so sure the netbook is destined by be replaced by tablet devices, though it seems obvious that if the reason lots of people carry netbooks or notebooks is simply to consume information and content, that will be the case.

For users who still have to "work" and create content, a tablet simply isn't going to be a viable choice.

Apple's iPad Is Going To Destroy The Netbook Market, Says Goldman (Sorry, Microsoft):