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I don't think the iPad predicters were all that far off. They didn't strip out the connectivity, but eReader prices PLUMMETED. And in doing so, they are selling quite nicely. There is no way dedicated readers would sell well against multi-function tablets without a significant cost differential.
We won't know, cuz all the eInk makers dropped their prices dramatically before they had a chance to compete against the iPad (and the slew of forth coming android tablets).
Not saying that NO ONE wants an eInk reader for what it is -- just that head to head, if price was not significantly cheaper, devices like the iPad would have indeed wiped them off the board.
With Kobo (I believe) we already have the entry point at $99.
Lee
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