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This Netbook growth chart done by Morgan Stanley could just as easily be the rapidly dropping face value on a Greek bond.
The bigger trend here is the move out of x86 architecture and into ARM based processors. Very bad for Intel (NASDAQ:INTC) and they are not adapting quickly enough even with recent releases. Intel feels like it's caught flat footed. Microsoft's (NASDAQ:MSFT) challenges are just as interesting.
This will be fascinating to watch. Within a couple years I could see the vast bulk of netbooks using RISC, not x86 architecture, and I think it's a good thing for innovation.