I wrote this entry on my work’s blog last month
The basic gist was that I can’t see the iPad in it’s current incarnation being anything like as successful as the iPhone – mainly because it doesn’t have the viral visibility factor that the iPhone had. Because people are more likely to be using it at home rather than on the move, I am much less likely to see someone using one and so much less likely to get gadget envy which is one of the primary driver of Apple sales.
Saying all that, they are expecting a huge rush on sales for the US launch on the 27th of March, although the UK launch has been pushed back to “late April”. There is a very good chance that we will have started to experience iPad fatigue by then