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3.5 million people in three months buying and ipad in a market where before they sold 3.5 million units in (what?) 5 years, and all of them not caring about functionality and interoperability? I am sorry but it's impossible to buy that.
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But I am not convinced they are the same market. Tablet PC's are used in industry, warehousing, health, military applications, also by students and academics as well as professionals, engineers etc. There may be some overlaps such as web browsing but I suspect the iPad does not address the other requirements of the various markets that tablet PCs occupy.