News.com asks if the conversion has begun:
Though notebook sales are currently driving the PC market, evidence is beginning to mount that one of the most repeated predictions from the ’90s is starting to come true. Smart phones, the BlackBerry and other handheld devices that combine computer applications, Internet connectivity and a phone are starting to displace laptops, at least in the pockets of the corporate world.
The push behind the trend comes from the confluence of several factors favorable to handhelds. First, the devices themselves and the data networks that carry traffic are far more sophisticated than they were several years ago. Corporate applications such as databases and customer relationship management (CRM) software can also be accessed through handhelds.
Then there’s the cost side of the equation. Corporate laptops generally run about $1,000 to $1,500, that’s higher than a desktop ($700) or a handheld ($300 to $500), particularly if the carrier subsidizes the handheld.
Finally, individual behavior has begun to change.