Is there any good news left for PC makers? New data supplied to TechCrunch from ad platform Karbon says iPad video traffic is up 150% over the past six months. Researchers NPD and IDC both peg tablets as outselling laptops no later than next year. And now, as if to prepare for the shift, longtime PC peripherals maker Logitech (NASDAQ:LOGI) has introduced a wired iPad keyboard.
The news comes at an opportune time for Apple (NASDAQ:AAPL) shareholders, who have seen their company's stock suffer in a news vacuum. CEO Tim Cook probably didn't help matters when he refused to even hint at new products at the recent All Things Digital tech conference, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova.
For Apple investors, Tim says Logitech's move is reflective of a welcome movement toward alternative computing devices and away from PCs. Few companies are better positioned to profit from the shift than the iEmpire, which made its own change six years ago when the late Steve Jobs dumped "Computer" from Apple's corporate moniker.
Do you agree? Please watch the video to get Tim's full take, and then let us know whether you're using an iPad or other tablet as a PC replacement -- and if so, how.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple and Google at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+, Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
The Motley Fool recommends Apple, Google, and Logitech International. The Motley Fool owns shares of Apple, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.