Hypothetical semi personal example: I got an iPhone and suddenly about 40% of my Internet consumption went to the iPhone. Now, in that case most of the 40% wa

Hypothetical semi personal example: I got an iPhone and suddenly about 40% of my Internet consumption went to the iPhone. Now, in that case most of the 40% was incremental, but it did supplant about 10% of my desktop browsing. I got a tablet and suddenly about 30% of my Internet consumption is on the tablet, stealing about 10% from the iPhone, 10% incremental, and 10% from desktop. I've reduced my desktop Internet use by only about 20%, but now desktop only makes up about 40% of my internet activity. What sane mega-corp would sit there and say "well, we still dominate the desktop 40% so lets not worry about the other 60% that is now consumed by related products." Computing is moving to mobile doesn't mean the mobile use has to come from cannibalization.