Change can sneak up on you... Or sometimes, it comes accompanied by more press and blog coverage than one can imagine, as with the iPad and its implied impact on PCs.
Very few people thought the iPad would impact consumer PC growth in an obviously measurable fashion.? But this chart from the Business Insider seems to say otherwise.? It isn't enough to call it cause-and-effect, but it sure looks like correlation.? As the underdog in the PC market, Apple doesn't have to worry about undercutting its own "PC" business.? Apple can be content to disrupt others' businesses (although I don't believe this is how Apple looks at it - they'd likely look at the disruption as a side effect, rather than the purpose of the iPad).
So today Apples WWDC 2011 kicked off with an interesting keynote address.? From the updates to iOS5 and MacOSX10 (Lion), it looks like quite a few startups just discovered they have a new competitor in their backyard - one that sells shiny baubles and great software.? It is going to take a while to digest the impact of these changes, but I'm looking forward to reading more in-depth analysis post-WWDC.