And iPads are not tablets.
These devices are computers. Highly mobile, relatively inexpensive, computers that most people MUST have, even more than they need or want a PC or laptop. They will outsell traditional computers by several magnitudes going forward. It is critical to grasp this reality to have any real understanding of why this technology will define the next decade or more in the tech space.
Consider this, and when you realize that Apple sold 9 million iPhones in the last quarter and now is selling a million iPads monthly, along with a similar number of Macs, and you have a company that is moving 60+ million new computers annually. Computers where they profit from the hardware, the operating system software, and many of the applications consumers and businesses buy for them. That's essentially why Apple's market cap just surpassed that of Microsoft.
Once you wrap your head around this new reality, you'll start to understand the the player who can most successfully define and leverage this space is poised to become a scary powerful company. Nobody is better poised in this regard than Apple today. Bear in mind the the middle class in China and India are projected to be ONE BILLION strong within 10 years, and they will ALL have smart phones in their pockets. Yikes.
Hey, I've been an Apple fan for a long time, but have become the 800 lb gorilla, and soon they may be the 8000 lb. gorilla. We'll see how that turns out.