ZDNet

iPad's Biggest Competitor Is Apple iPhone 4S: Report
eWeek
Apple's iPad competes with the Samsung Galaxy Tab and Amazon Fire, for sure. However, holiday shoppers were actually pulled between the iPad and the iPhone, leaving Apple to compete against itself. Tablet sales in 2011 exceeded analyst estimates, ...
Apple: iPhone 4S Ate into IPad Q4 Sales, Says iSuppliBarron's (blog)
iPhone 4S boosted Kindle Fire salesCNNMoney
iPhone 4S Impacted iPad Market Share More Than Kindle FirePC Magazine
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