Related to the last link, Neil Cybart gives a smart analysis on the iPad (and tablets in general).
It's a good read with a lot of quote worthy statements! But here's the one that resounds most and sums up the discussion for me.
A product category with a use case summed up by Netflix watching is quite problematic since it is that much harder to sell a differentiated product, leading to a rush to the bottom in terms of pricing, quality, and features.
I'm not terribly interested in the economics here. But the usage patterns and trends of how humans use computers is fascinating. I'm curious to see how this all turns out …