Morgan Stanley's Tablet Derivative Play – Short Printers?
- Joshua M Brown
- February 17th, 2011
Its interesting to see a Hewlett-Packard ($HPQ) so completely embrace the tablet space in light of the fact that the need for printers and printing supplies, still the company's bread and butter, will begin its secular decline.....now-ish.
Morgan Stanley's got some research out to that effect...
From MS via All Things D:
“CIOs in the enterprise space already expect to cut spending on printer supplies in 2011,” the research outfit said in a vast new report on the tablet market. “As the installed base of tablets–a digital document viewer that reduces the need to print both standard black and white documents and expensive color presentations–grows, we expect printed page volumes to shrink. What’s more, 90% of iPad users already believe they would print less with access to work documents on their tablets.”
Hmmmm....
Source:
Use a Tablet, Save a Tree (AllThingsD)
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The Reformed Broker is a blog about financial markets and the economy. Joshua Brown is a New York City-based investment advisor for high net worth individuals, charitable foundations, retirement plans and corporations... More. -
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