Robert Leitao:

The iPad is to the handheld device market what the home theatre concept was to the marketers of TVs and related products. The Apple iPad provides an immersive experience that can't be rivaled by today's smartphones or netbooks. The revenue streams the iPad will create for app developers and publishers of content for consumer consumption may eventually dwarf the revenue to Apple from iPad hardware device sales. Further, due to the nature of the iTunes sales environment, Apple will be increasing the flow of dollars to its own coffers from distribution fees.