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“…only 10-15 million of those units are currently being used as PC replacements. In fact they replace paper, not PCs, whether it is pilots taking tablets into the cockpit, doctors reviewing medical records in hospitals, restaurants showing wine lists, or boards of directors using them as binders. While the enterprise PC installed base is about 500 million, at most 15 million enterprise tablets are being used as someone‚Äôs principal computing device.”

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