A surge in demand for tablet devices such as Apple’s iPad is expected to help boost overall IT spending this year and offset any negative impact on the supply chain from this month’s devastating earthquake in Japan...
...New figures from Gartner, the research firm, predicted that global spending on IT would rise 5.6 per cent to $3,600bn in 2011. The forecast, which was revised up from an initial forecast of a 5.1 per cent increase, includes spending on computing hardware by consumers and companies, as well as enterprise software, IT services and telecom equipment.
And then there's this:
Asher Moses, SMH Australia, 2011-03-30 - Tablets might be a flash in the pan: Microsoft global chief strategy officer:
As virtually the entire consumer electronics industry throws its weight behind tablet computers, Microsoft's global chief research and strategy officer Craig Mundie said today that he did not know whether the booming new category was here to stay.
Speaking at a lunch held in Sydney by the Committee for Economic Development of Australia (CEDA), Mundie, who reports directly to Microsoft CEO Steve Ballmer, said he did not know whether tablets like the iPad would "remain with us or not".
I feel like we're reliving history all over again, only this time the part of DEC's Ken Olsen is played by Microsoft's Steve Ballmer.