Since iPad doesn't seem (yet?) to be cannibalizing Mac sales, those 1 million units moved a month have to be eating into something and it looks like netbooks -- which Steve Jobs said aren't better at anything -- are the ones on the buffet:

Asustek Computer saw sales of its netbooks in the second quarter fall short of expectations mainly due to competition from Apple's iPad, and has downward adjusted its target shipments for the third quarter, the traditional peak sales period, to 1.4 million units, according to company president and CEO Jerry Shen at an investors conference on August 13.

They're going to try an eeePad to compete.

[Digitimes via 9to5mac]