I think his initial conclusion is still correct: the iPad isn't going to be the same kind of hit the iPhone was. I think that's a direction where computing is

I think his initial conclusion is still correct: the iPad isn't going to be the same kind of hit the iPhone was. I think that's a direction where computing is going to expand, but it'll happen a lot more slowly. Especially while the it's expensive enough that the target market is people who are "replace their kitchen computers."