But the other thing is, I don't think you're seeing a "disruption" of an existing market. In 2009 and before, nobody would ever have conceived of the insanity of buying one computer for every student. I think this is closer to a new market than anything else. Because neither iPads nor Chromebooks really infringe on the sorts of purchases most schools' IT purchases were prior: Computer labs and office PCs, which are likely predominantly still Windows. (And oddly excluded from these numbers.)
The claim that it's "50% of personal computer sales" in schools is completely false.
http://www.cnbc.com/2015/12/03/googles-chromebooks-make-up-h... <- The word "sold" was added to this headline after I pointed out sales figures and devices in classrooms were not the same thing. I am still annoyed they didn't add in the world mobile. Apparently desktops aren't "devices" anymore?
"In 2015, Chromebooks topped 50 percent of personal computer sales in the U.S. K-12 education market for the first time, with Windows PCs trailing at 22 percent, according to a Futuresource Consulting report."
And looking at the chart in the report [1] is even stranger - Chromebooks have basically gone from 16% of yearly device sales to 50% of yearly device sales [2] in exactly two years. Does anyone else finds the numbers a little hard to believe? Don't the schools have any costs in migrating their systems to support Chromebooks?
[1] http://www.futuresource-consulting.com/2016-03-K-12-Educatio...
Edit:
Based on csharp's comment, changed wording from market to yearly device sales. [2] (For K-12)