[jdap]

I was at Mobile World Congress in Barcelona last week. Believe me, tablets are taking off big time. Not least because while lots of people like Apple products, no-one but Apple likes Apple to lead. Apple's already lost leadership in smartphone, and it's hard to see how they won't be outpaced by the end of the year in tablets too.

Smartphone shipments outran PCs (all kinds) last quarter, tablets are going to head that way too. Nobody loves tablets yet, but a heavy dose of competition and high volume will create the pressure to innovate and create something new and compelling.