Interesting piece with a simple point by Marco.
He shows how the smartphone market was transformed in 2007 by the introduction of the iPhone. He's right that the lack of a removable battery and slots did not hinder the adoption of the iPhone. But I don't recall people saying it would be a failure because of its lack of expandability in hardware. However I do remember criticism for its lack of expandability in software.
Marco then extrapolates that the same is about to happen in netbooks. I agree with his conclusion, but I don't agree with the reason. And as with the iPhone, we're losing something important if the transition we agree is happening actually happens.
The key difference: There was no bottleneck for software in the pre-iPad netbooks. It matters. I just read an article about the Republican party running sexist TV ads, on my iPad, but had to get up and look at the same page on my Mac so I could watch the video.
That said, I'd prefer to read a book like Computer Lib/Dream Machines on an iPad than on paper. But I don't want a corporation deciding what software I can and can't use, or what I can and can't read.
PPS: Why the iPad form is winning -- the netbook makers are abdicating. It's likely because Microsoft and Intel have exerted too much control, behind the scenes, and kept the market from growing.