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I think it's important to keep in mind that a lot of PC growth in the past several years has come from netbooks, and that to the extent the iPad is cutting into PC sales, it is specifically cutting into netbook sales.
The netbook's niche, for the vast majority of netbook users, was as the *second* computer. These people already had a (presumably) more capable laptop or desktop at home, but bought the netbook because it was more convenient to carry around for internet surfing and e-mail. More convenient because it was smaller, lighter, and could often be used for several hours without having to be plugged in.
Tablets (or at least iPads) seem to be taking over this "second computer" role; they are not replacing the primary PC. They are much smaller and lighter than netbooks, and the battery life (at least for the iPad) is much better. They are also better than a netbook in other ways - they are much better as an e-reader, or to use in bed, or while standing up. They also tend to have a more powerful gpu.
The downside, of course, is that they are not as powerful as a netbook and can't run most standard computer programs. In practice, this doesn't seem to be much of an inconvenience for most people.
I haven't really seen any evidence that tablets are replacing primary PCs. They do seem to be replacing second PCs, particularly for those people who would have otherwise bought a netbook.
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