If this creates a new category (10" tablets that don't suck) then the PixelQi 10" screen (
Multimode Displays from PixelQi due next month! ) will be well placed to exploit it. I don't see this as competition, yet, for 6" dedicated Readers, but netbooks are already competition for EInk devices with ~10" screens and this would make that niche even more crowded. A 10" tablet is probably better already for displaying PDFs than the DR1000S (say), because zooming does not have to wait 0.7s for the screen to refresh, and a tablet is a general purpose computer that can do other stuff (at a minimum surf the web and send emails).