Dear Jim
raganwald.posterous.com
raganwald.posterous.com
The iPod killers were somewhat standardized as they used Microsoft's DRM. The iPad killers are way less standardized, the only dependable cross-platform standard for them are html5 (i.e. using WebKit).
How many tablet vendors can you depend on still making tables 2-3 years from now that will be backward compatible with their current tablet?
The enterprise sector dislikes Apple because of the uncertainty of future Mac products, but for tablets it seems like it is the other way around: you know that Apple will still make iPads 3 years from now, that they will be backward compatible, how big screen they will have, what the primary SDK will look like.
How many of the competitors can you say that about?
No compromise.