Apple is staying on message about the imminence of the post-PC era proclaimed by CEO Steve Jobs.
In a midweek meeting with Goldman Sachs analyst Bill Shope at Apple headquarters, Chief Operating Officer Tim Cook said he "remained remarkably optimistic about the demand for the iPad and the long-term market opportunity for tablets."
As a result, Apple's COO sees "no reason why the tablet market shouldn't eclipse the PC market over the next several years," according to a copy of Shope's note on the meeting sent to CNET.
Shope himself believes that iPad shipments will surpass expectations this year and next and that demand for PCs will suffer as the tablet market continues to take off.
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With Apple seeing improved supply and rising demand for its tablet, the analyst is forecasting iPad sales of 8.1 million for Apple's third fiscal quarter, ending in June, a jump of 72 percent from the same quarter last year. That estimate compares with only 4.69 million iPads that Apple sold during its second quarter when some analysts had been eyeing sales of anywhere from 5 million to 9 million.… Read more