I think the iPad will be successful but it will have more of an iPod success curve versus an iPhone out-of-the-gate smash hit curve. I believe there are some pieces that aren't in place yet. I think eventually, to hit the magic price point, Apple needs to find a way to subsidize the iPad without a cellular carrier. I suspect that will be in the form of an iTunes subscription program. Shave $100 off the cost to build it and subsidize it by $200 via an $8/month charge built into the subscription program. All you can eat books, movies, music and TV. $199 out the door. That's the point where everyone will want an iPad the same way the iPhone became hugely successful at the same price point. $499 is a very reasonable starting point for now. I think they'll easily sell 3-5 million of them this year. The last thought I have is that Apple's hype machine probably got a little ahead of themselves here. CNN had the iPad release as their Breaking News story for a couple hours today. That's probably a sign that your hype factor was impossibly high. That puts you firmly into backlash territory. I would expect to see another round of features/enhancements/deals shortly before it's release -- probably in conjunction with iPhone OS 4.