What caught my eye, however, was what her proprietary research shows about the impact of the iPad and other tablets on the broader gadget market, starting with netbooks
LOL - have you read how many people are saying "this ipad is great and I just cant wait to get a keyboard for it".
FTW – it’s called a Notebook.
Basically what they are saying is they want better websites/applications online and most current website/apps UI suck and i totally get where they are coming from.
You know what the whole iPad experience has taught me is;
1/ People will "pay" for the web
2/ People want "more" from webs and apps and we aren't doing enough from a UI perspective.
P.S. BTW i called Rupert Murdoch a genius about paywalls last year...come back in a year from now and he's going to make Zuckerburg's rev model look like a lemonade stand.