iPad sales are beginning to affect not just Windows PCs, but Macs as well, according to Morgan Stanley analyst Katy Huberty. The argument is based on new NPD Group numbers for July, which show US Mac sales growing 14 percent year-over-year, actually beating the prior month's figures and overall computer industry growth of 11 percent. Consumer PC growth slowed to 3 percent year-over-year versus June's 6 percent, and May's 8. Compensating for this was the business market, up 39 percent against 2009.
