When most people talk about what business the iPad is going to destroy, they focus on Microsoft's Windows monopoly.
You never hear Google mentioned, which is odd, because it could end up losing out on a lot more if the iPad takes over the world, according to two Wall Street analysts.
Ben Schachter of Macquarie released a research note on Friday arguing that the rise of the iPad is a long term threat to Google. It's not because he thinks Apple is going to create its own search engine. And it's not because he thinks Apple will stop making Google the default search engine in mobile Safari.
No comments:
Post a Comment