Tim Bajarin:

Yes, the iPad is a real concern for the PC vendors as Apple has a huge lead in tablets and strong demand. But if Apple starts eating into their laptop market share, this will have the greatest impact on these PC vendors in the future and make it even harder for them to make strong profits on this part of their laptop business.

Tim brings up a good point. You could argue that Wintel vendors are scared of everything Apple does because they don’t understand how to compete with them. The iPad is a perfect example of that. However, it must scare the hell out of them when Apple starts eating their lunch in the laptop market.

Apple is attacking the PC vendors from both sides — one with the iPad and the other with the MacBook Air.