Growth areas in PC market: Netbooks, Netbooks and Netbooks

Back in December 2007, I noted that the eeepc, the first netbook, represented a tipping point:

The tipping point…
Friday, 7 December 2007 — enigmafoundry
The OLPC has succeeded, far beyond what I had expected. What has made it very clear that it has succeeded is the competition that the OLPC has created.

The most interesting competition comes from ASUS’s fabulous little subnotebook, the eeepc, which sells for as little as $299. (Thats right $299–I’m not missing a zero!) It’s the result of collaboration between Intel and ASUS. Despite have a rather weird acronym, it is the tech geek toy and it is also a mass market phenomena. It is the future of mobile computing, and ultimately the consumer desktop as well. It has already sold 350,000 units in its first five months, and ASUS expects to sell 3 to 5 million next year. And it ships with Linux (TM):

Others, such as Adam Thierer, in one of his very rare polite moods, didn’t agree with my conlcusion:

Just this morning I was reading another review of this amazing little notebook PC that Asus has released called the EeePC, which benefits from a streamlined Linux OS that any user can manipulate. I don’t necessarily agree with enigma_foundry that the little machine represents “the tipping point” in the battle between propriety and open-source PCs, but it is another exciting example of the sort of innovation taking place today.

You be the judge if I was right or not, given that one manufacturer, Acer, has already sold nearly 3 million netbooks.  I wonder how many had linux preinstalled?:

Laptop shipments top desktops for first time; Netbooks a factor
Posted by Brooke Crothers

Notebook PC shipments rose almost 40 percent in the third quarter of 2008 over the same period in 2007, hitting 38.6 million units, said iSuppli, a market research firm based in El Segundo, Calif.
Netbooks may have been the deciding factor in pushing notebooks over the top.
“The big news from iSuppli’s market share data for the third quarter was undoubtedly the performance of Taiwan’s Acer,” said Matthew Wilkins, principal analyst for compute platforms at iSuppli, in a statement. “Acer shipped almost 3 million more notebooks in the third quarter than it did in the preceding quarter, with the majority of those 3 million being the company’s Netbook products,” Wilkins said.

Growth areas in PC market: Netbooks, Netbooks and Netbooks

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