Exactly, let's get the current line up on track before we go off investing in what's been consistently dogged as a "fad" market, it's nearing saturation point now, not much further these companies can go before everything splits the way of the tablet pc or super super cheap ultra mobile laptops.
I don't think it's anywhere near saturation to be honest. Netbook makers have discovered a niche in the laptop market with a category of machine which wasn't on the cards before. And compared to what else has been available, this is the 'cheap shoes' syndrome - if you know that at all.
You can buy cheap shoes without saving for a good pair because you think 'heck, it's a shoe', and most people on lower incomes do. And since they've never had a good pair of shoes, they just get accustomed to the fact that they wear out after a year or so, that they give you callouses where the stiff leather chafes you, and look tired after a while no matter how much you take care of it.
However, if we take a situation of someone in a similar income bracket who takes advice from his dad saying "Son, never buy a cheap pair of shoes" and he doesn't, he has to save for a while to buy the shoes - but not only will it be far more comfortable, it'll also last much longer given proper care, do no damage to his foot and also look better even after a period of wear.
Because it not made as well and looks worn out sooner, the first guy ends up having to actually spend more on shoes than the second guy over a long-term period. But it's an expenditure he doesn't notice as much because he's buying cheap shoes - and this is also what allows cheap shoe makers to expand their earnings much faster than makers of good shoes, despite the slimmer margins on each shoe. And the thing is, the second guy will probably be unsuccessful in explaining / justifying the benefits of good shoes to the first guy. The first guy, unless he makes the jump to good shoes and experiences it for himself, will likely never realise the benefits and will continue to buy cheap shoes.
And the thing is, there are a hell of a lot more people in the world who buy cheap shoes than those who buy good ones. And Apple is - even if it's 'good' shoes are decidedly suspect - not in the cheap shoes game.