Once folks get a full taste of the 3G version and that anytime, anywhere, always on type functionality I think the total sales (especially explosive in the enterprise) will be where the biggest positive push ultimately comes from.
Moreover, Apple has 3000 apps at iPad (iNetbookkiller's) launch as well. I don't think this fact should be understated and puts all competition in the rear view mirror for many quarter’s if not years to come. No Office. No problem. Use GOOG Doc's or give OpenOfficeOrg a few weeks and you have a workable solution for the time being. Combine all this with reports of various netbook producers delaying or stopping shipments of products (see Acer, Dell and others) and the writing is on the wall for anyone who wants to read it. The iPad has category killer written all over it.
long AAPL
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