I think the ipad looks interesting - but the big question is how big is the in between market? Because iphone apps will work on the ipad we'll see this as a navigation device that is one more nail in the coffin of tom tom etc. And talking to big publishers they are very focused on this space - like the NYT they do see this as a way of saving the press Time will tell, but i'll be in the queue for one.

I hadn't seen your research - which looks fascinating. But looking at admob data showing how much browsing is done; some stats I saw saying 10% of the population check their email on mobile and 3 billion app downloads suggest people see some benefit. There is lots more to do but as your own research shows almost a quarter of the population do use their mobile to access the internet - which is 50% more than read the Sun - hardly a niche. If you look back to when the web had similar user numbers to smartphones now you find it was right in the middle of the dotcom boom in 1999. I don't disagree the industry needs to do more education but significant numbers of people already get it. Thinking of this as a niche is wrong.