the iPad sees record adoption among mobile field forces. big pharma is going nuts over it, placing orders of 10.000+ ipads at once. it has no moving parts, it is idiot proof. if it breaks, the rep can go into a best buy, buy a new one, log+sync, done - everything works as before, including the apps. with iOS5 and OTA upgrades this will be even easier.
the pain of fielding 10000 hp tablet pcs globally suddenly goes away. for a cheaper device, that is lighter, faster, sturdier, with great battery life. with a stable, consistent OS environment below it. no more OS images, driver fuckups, etc etc etc.
the iPad will destroy headcounts in enterprise IT just like Exchange did in the realm of secretaries.