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The iPad's expected ebb, and the search for why

Gregg Keizer | April 23, 2014
Apple is expected Wednesday to confirm Wall Street's fears, that iPad sales growth not only slackened in the March quarter, but reversed course with fewer of the iconic tablets sold than the year before.

The key will be how emerging markets — those outside the U.S., western Europe, Japan and others — take to tablets, and what consumers in those markets decide to do with them.

"Tablets are still coming into their own" in emerging markets, Bajarin asserted. People there will, at some point, decide that they want to do more than what their smartphone can provide. "The phone will have exhausted all it can do, and people will want more," he said.

And that more will come from tablets, not personal computers.


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