They are 2 different markets.
However, Apple has tried desperately to link it to the netbook market. We all know that Apple's core strength relies on creating markets from thin air. They've just done that with the iPad (although I still see no utility in it whatsoever), and as there is a small link to the netbook market, they've tried to exploit it to the maximum.
So the mp3 market and smartphone market were created out of thin air right?