The author frames the question as to whether iPad native apps or web apps will win, but obviously the much bigger question is: how many people will buy iPads?

The iPhone app rush is predicated on the enormous popularity of the iPhone itself, which was already a given when the App Store was introduced. With the iPad, it's a very open question whether a gap in the market exists for a form factor between a phone and a laptop -- and whether it is better than the current contender for that space, Netbooks.