Lion has blurred the line a bit between the iPad and the Macs. And judging by the news via Macdailynews that the Mac sales continue to rocket, Apple's OS X changes may be a hit.
First, Apple's mobile strategy is a bunch of moving pieces. It's complication and Apple's ability to wield it so effortlessly is probably why PC guys are very afraid of where things are going.
So, 6.5X Mac growth over PC growth can be very scary. And while the iPad cannot replace a laptop yet, it is cannibalizing netbook sales. And aren't netbooks just smaller and underpowered PC laptops?