The iPad specifically, or slate devices in general?

The former I'm not sure about, the latter, quite possibly. My thinking is that if I were running the IT department in a manufacturing firm looking for ways to bring these devices into my factories, I'd be giving preference to touch-oriented web apps rather than iDevice applications specifically. You retain a bunch of advantages of web apps -- easier and simpler deployments, generally faster development, more choice of languages -- and once the Android tablets start to hit, you avoid locking yourself into a single supplier.