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从长远来看,相比iPad及更新版本对上网本或电子书市场的蚕食,其对产业动态更替以及上下游产业链的影响更大。4月3日,苹果在美国正式发售WiFi版本的iPad,引起了业界诸多的关注和探讨。4月6日,投资银行摩根士丹利(Morgan Stanley)在一份报告中指出,虽然iPad是否能符合大众预期(华尔街的预计是2010年卖出700～1,000万台)仍需观望,但预计在供应链瓶颈解决之后,从第二季度开始,供应链中相关的公司将会有强劲的渠道销
In the long run, compared to iPad and newer version of the Internet or e-book market eroded, the dynamic changes in the industry and the upstream and downstream industry chain more. April 3, Apple officially released in the United States WiFi version of the iPad, aroused a lot of industry attention and discussion. On April 6, Morgan Stanley, an investment bank, pointed out in a report that although it still needs to wait and see whether the iPad meets the general expectation that Wall Street will sell between 700 and 10 million units in 2010, it is expected that After the supply chain bottleneck, related companies in the supply chain will have strong channel sales starting from the second quarter