Tablets are disruptive says Nvidia CEO

And what's the fate of notebooks and Netbooks? "By being able to connect a wireless keyboard and mouse--the difference between a tablet and notebook is pretty marginal," he said. "[Tablets] will be quite disruptive to notebooks and entry-level desktops," he said.
Huang also waxed eloquent about tablets during the company's earnings conference call. "Our tablet and phone business is going to ramp. And it's going to ramp hard. The amount of activity in our Tegra business is simply too great right now. Come the beginning the [next] year is when you'll see what we have been so busy working on," he said.


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This is why Microsoft is in trouble, the cross over.  Tablets come out of web applications, mostly point and click, so Microsoft has no barrier to entry here.  The cross over takes Android into the PC market space, and there Android can hold its market , which is going to be greater than 50%.