JPMorgana analyst Mark Moskowitz warned on Monday that tablets were only likely to cannibalize notebooks much more in the next two years. With as many as 18.9 percent of tablets having replaced a netbook or notebook in 2010, he expected that rate to surge to 32.1 percent in 2011 and 35.1 percent in 2012. Android 3.0 and the imminent new iPad would both eat further into computers, especially the netbook market, the analyst estimated.
