You're right about the HTML5 portion. I didn't bother to read about the types of technologies behind each service. However, like most of the people that'll be using these devices, we really don't care about the technology that's behind it, we simply want it to work & it appears that many of the major players are jumping on board. Also, I was technically 50% incorrect, not 95% as you stated because both YouTube & TED are using HTML5 (at least according to ArsTechnica but I'm no expert on the subject so I could easily be wrong & again I don't really think it matters). You can also add Flickr & CBS to that list (according to the same article). ABC, Hulu & Netflix may not be using HTML5 yet, if ever, but they will be supporting the iPad. Hulu may only be a rumor but it's a realistic & probably reliable one considering the wealth of insider information given on various reputable websites (not to mention their connection to CBS). I personally think that a Hulu subscription service has the potential to go over quite well. Streaming is becoming increasingly important as people begin to migrate from cable & satellite to internet content. It would be really stupid not to support the iPhone OS because of their market share & I don't think that many companies are going to be willing to make such a mistake (especially now that there are several devices using the same OS).
HTML5 or proprietary applications, it doesn't really make any difference. I hardly consider any of the companies that are adding or have already added HTML5 support or their own applications to support these devices as insane. They may be taking a risk but as of late not betting on Apple is probably just a much of a risk due to their success. Many of these companies, such as magazines & newspapers, are already on their last leg & if they don't take a chance & embrace something that their competitor is embracing, they may find themselves out of business even faster. Competition is already driving some of this.
eInk is great but those devices also do very little other than allow you to read eBooks. eBook readers will continue to do well because the prices will drop significantly & people will start to buy more of them. They'll have to because people will begin to realize that the options are a nice display versus a decent display w/ far more functionality. Why would I want 2-4 different devices to do what I can do on 1? Those devices may shine in their specific areas but the iPad does a little of what they all do & it does it decently enough to compete.
I personally hope that you'll be able to play the same game on both devices. I don't see much of a reason to do otherwise. However, I disagree w/ you on how well one will be able to play games on the iPad. There are a lot of games where you'll be able to hold the device w/ one hand while pressing the screen w/ the other. There could also be games where you could lie the device down on a table & play against your friends (e.g. Checkers or Chess). Also, for the few games that won't be ideal, as you suggested, there's always the iPad Case & the iPad Dock.
A male purse would work rather well. However, I agree that it's not as portable as an iPhone or similar device but I don't really think that it needs to be.
I agree that for some types of content creation it may not be as ideal as using my iMac or a similar device but I don't think that many people are arguing that (this is why they created a Dock). However, it'll do a decent enough job while you're on the move (better than w/ the iPhone or similar devices), as you said you'll still have the Dock option & there are some applications where it'll be better (e.g.
Brushes). I think that a lot of people are going to be focused on what
can be done w/ a device like this instead of what
can't. I think it's a bit early for either of us to know what types of productivity applications that a device like this might bring.
I like laptops, I have one & used to repair them for a living. However, they don't have touch-screens, they have a keyboard (it's about time that we ditch the stone-age concept of a physical keyboard), they're bulkier & they're not as portable. I would never recommend an iPad to anyone that already has a smart phone & a laptop. That just wouldn't make much sense to me & would be throwing away your money. However, for someone like me who doesn't have a smart phone or a laptop, I can buy this hybrid device & gain much of the functionality of both of these devices for much less than buying both of them. My laptop is actually slower than an iPad.
For me & I think a growing amount of other people, the concept of a phone is as stone-age as the concept of a physical keyboard. I never use the phone. I have one & I don't even know why. I guess I keep it around for emergencies but 911 is accessible even if you don't pay a monthly fee. It's unfortunate that Skype isn't free but it's nice to have that as an option if one actually still uses a phone. I personally use email & instant messaging for 99% of my communication w/ people that aren't in my apartment. I invite my family & friends to dinner using a calendar application, etc. I would love to not even get the 3G version but unfortunately wireless isn't available in 100% of the locations that I'll find myself over the next few years. However, it may eventually be & at that time none of us will have a use for phones anymore.
I won't be using 3G unless I'm on the road or something & that'll be just to use a map application or to check/send a few emails. I don't really need a fast connection for those types of things. I had dial-up until a few years ago & my father's AT&T cellphone service is less than 3G in his area but it's still a lot faster than the alternative. The iPad will zoom at home on my 802.11n network & we're hoping to have a similar network in our restaurant once that gets off the ground.
In the end, I agree that someone like you may not have a use for an iPad. However, not everyone is like you.
They're already approaching 1 million iPads sold. I think that's impressive. iSuppli projects over 7 million iPads sold by the end of the year.