Saturday, February 25, 2012

Required Reading: New Tablet Report from Morgan Stanley

You’ve no doubt heard of white papers, but here is a blue paper (link opens PDF) from Morgan Stanley called “Tablet Demand and Disruption: Mobile Users Come of Age.” (It certainly will make anyone involved in the printing industry blue.) There is a ton of great info—tablet PCs are displacing not only print applications, but also PC usage. One is tempted to be somewhat skeptical and contrarian to projections this bullish, but we don’t find their forecasts outlandish in the slightest.

To wit, the cover story from the recent issue of Information Week that shows how tablets are marching into all sorts of business, “from garbage trucks to cruise ships.”

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