I think this is the perfect form factor. I just bought my first netbook, for my wife, because she travels to client sites during the day, and takes a lot of notes. MS Office support and good keyboard input was a must. I know you can get an aux keyboard for an iPad, but lugging those two things around and connecting them defeats the point.
I am guessing the first iteration price point will be too high. To me, a good price point would be no higher than the current iPad. Given that the competing tablets have had trouble achieving that--without the fancy transformer capability--that may be a challenge.
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