I'd like to call a moratorium on iPad speculation until the damned things actually ship. You know, wait for some concrete data, rather than bullshit hypotheticals.
Our imagined use-cases are usually wrong. Telephones were going to be a broadcast mechanism. Java was going to be an embedded systems language. Wave was going to replace email.
Sorry to be such a grump, but I feel like all useful analysis has been exhausted. Wait until people actually buy (or don't buy) the device, then we can talk some more.