Apple iPad may take away netbook demand

From Digitimes -

Per Paul Peng, executive VP of AU Optronics' global business unit, the Apple iPad may take away some demand from the netbook market because of the same price point.
iPad's US$499 starting price is very competitive and should provide Apple a chance to achieve annual sales of 10 million units, which is a significant since the current tablet PC market size is only about three million units a year. However, sales may be impacted by component shortages.