I, too, appreciate that Apple is not going for that "convergence" route.
I recently got a new iPad; and the first thought that crossed my mind -- after playing with it for two hours -- was: "Gee, even if I break my leg today and get bed ridden, I am OK. I can watch TV, I can read newspapers, I can video-skype with my friends, I don't even have to go to the next room in our tiny apartment to look for a magazine I was going to read...I can do it all here" on iPad.
Well, except for, writing a news story and filing it.
At least, as far as the entertainment value goes, everything that will entertain me are now all "converged" on iPad in my opinion.
There is some overlap. Certainly people that only need the sorts of computing that tablets excel at didn't have a choice before tablets. It was a full computer or nothing. I suspect that's where most of the growth has been. But I would like to know how many tablet purchasers also use a PC - laptop or desktop.
I can see a lot of value in today's tablets, but it could not replace my bigger laptop or desktop.
I can certainly appreciate why Apple is not going to that convergence party. The notion of having a touchscreen on a notebook just seems intuitively ridiculous to me. Tim's analogy is spot on -- this is convergence of a toaster and a refrigerator.
Indeed a notebook is more a content creation and work tool while a tablet is more a consumption/fun toy.
That said, IDC predicted a year ago that tablet sales would eat into notebook sales because there is some overlap.
More shoes to fall here, methinks, especially as convertible products such as the Asus Transformer and iPad add-ons gain traction.