One analyst thinks so, citing unit sales, average prices and thin activity in the TV aisles
Not only has strong demand for tablet computers -- led by Apple's (AAPL) iPad -- cut into notebook PC sales, but it has started to be felt in the market for high-definition televisions.
That's the thrust of a note issued Wednesday by Hudson Square Research's Daniel Ernst. The evidence:
Ernst acknowledges that the lack of activity in the TV aisles could be due in part to the time of year, and that the disaster in Japan and weak housing trends in the U.S. could also be factors.
But it makes sense. A new gadget is a new gadget. And if you can watch The Daily Show or True Grit or Wimbledon in high-definition on a $500 tablet perched on your belly, you may not feel as compelled to spend $3,000 for a 55-inch TV set in your living room.
As John Chambers rebuilds Cisco, enterprise video conferencing is probably one business he won't have to muck with. Now, about Umi...
FORTUNE -- Over the past few years, networking giant Cisco Systems (CSCO) has aggressively entered markets as diverse as camcorders, set-top boxes and videoconferencing tools. The result? A company that many say has lost its focus. That's partly why, earlier this week, CEO John Chambers sent out a company-wide memo MOREMichal Lev-Ram, writer - Apr 7, 2011 3:31 PM ET
Steve Jobs may have found a way to get TV makers to put Apple's technology in their sets
Apple (AAPL) is talking to television makers about building a new generation of HDTV sets with Apple TV technology built in.
That's the thrust of the report Bloomberg posted Wednesday that cites "two people familiar with the project" and quotes a Pioneer vice president on the record as saying "Apple connectivity in AirPlay is MOREPhilip Elmer-DeWitt - Mar 24, 2011 8:08 AM ET
The new products would put the leading HDTV maker in the Android camp.
Vizio was already planning to introduce a GoogleTV at CES this week. Now it appears they have some other Google (GOOG) products on order. The WSJ reports that they plan on revealing a 4-inch cell phone and an 8-inch tablet.
The Irvine, Calif., company said its first mobile phone, to be called Via Phone, will have a 4-inch screen, a front-facing MORESeth Weintraub - Jan 2, 2011 11:36 PM ET
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