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Yeah, it's really pointless at this point as it's all just baseless speculation.
We'll know nothing until we see how well the iPad sales, and more importantly how well e-books sell on the iPad.
If the iPad sells like hotcakes and people are buying iBooks, buying books in the Kindle app and other e-reader apps, then yeah it will have an impact on the dedicated e-reader market's ability to expand.
If it doesn't sell well, or sells well but e-books on it don't, then it won't have much impact on the dedicated reader market.
But until knowing both of those, it's just speculation.
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