Hard to see how that broad penetration jibes with a $1500 price tag (if the story is correct).
I would also ask, what's the market penetration of a $600 smart phone that you can take everywhere and do tons and tons of useful things with? No where near facebook's total penetration. Sure they're becoming more and more ubiquitus but remember that most people don't have a need for a upper end gaming pc and convincing them that they have to have it so they can virtual-skype with their friends from only one room in their house makes it seem a lot like the original telephone for quite a while. Expensive, and tied to a single place.
Don't get me wrong, it's SUPER COOL to demo (I went onsite at valve).