A new Ipad will not even work till its conected to a computer with i tunes
IMO, there are places where a "thin network client" will be sufficient to satisfy the needs of the application. There are lots of service organizations that would benefit with a device that connects with company databases. I like to think of (1) capability and (2) form factor.
I also believe that those who say "XXX is dead" are engaging in intentional, unnecessary hyperbole.
The new iPad is a device with certain capabilities. If Apple has moved to far in the proprietary interface direction, the market will judge whether the benefit of the device outweighs any new constraints.
Companies that push to hard end up with "less than successful" products. Intel has a couple as do every other large company.