Some analysts are issuing last-minute memos to investors in advance of Apple's Q4 results, which will be made public later today. Among the more significant ones comes from Deutsche Bank's Chris Whitmore, who argues that the iPad is "driving a rapid, unprecedented shift in the structure of the computing industry," particularly if tablets are counted as PCs and added to recent IDC figures. With the iPad, the US PC industry would've grown 24 percent year-over-year in the September quarter instead of 4 percent, Whitmore suggests.
