A small thought on the iPad. I actually think this makes sense as the machine you use while watching TV on the couch. I currently use my iPhone this way and would appreciate a better/larger screen and faster response. Of course, it seems entirely frivolous to buy something to use as a distraction while watching TV. And yet, it actually would be useful and used often. So, I think Apple will need to concoct a reasonable fig leaf rationale for purchasing this, even if the true reason is because we are now so easily bored that we need multiple screens on the couch.
I would note also that this means that cellular is really not important for those who would use the device this way.