Nemertes Impact Analysis:

Apple (NASDAQ:APPL) announced that it had already sold two million iPads in just two months, a pace eclipsing initial sales of its iPhone and current sales of Mac laptops.

Forty-six percent of IT leaders say that employee use of personal technology influences technology selection in the office. The iPad’s success in the consumer market is likely to lead to demand for corporate support. Already SAP (NYSE:SAP) has released a version of its Business Objects Explorer to enable its customers to port business process management applications to iPad (as well as iPod Touch and iPhone).

Impacts:

Enterprises: Evaluate options for adding the iPad to your list of supported devices. Evaluate options to meet security and compliance requirements.

Vendors: Add iPad support to your roadmaps as soon as possible.

Investors: Keep your eye on those bringing business software to the iPad. Examples include Citrix (NASDAQ:CTXS) and privately held KiBizz Systems.

Irwin Lazar, Vice President, Communications and Collaboration Research

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