hate to tell you this but the iPad is not going to do well, so the MBA won't be effected by that. Yeah there might be a lot of hype about the iPad, but I know it won't sell.
That's not to say the MBA won't get cancelled, it's not doing as well as Apple projected (nor should it, it too is a pretty poor product for general consumption).
Mark my words
I completely disagree. The iPad will be a gigantic success. It will revolutionize the way the American family checks email, browses the web, and more. It will start with watching tv episodes anytime, people reading the daily paper on it, people getting magazine subscriptions the minute they are released, and kids will have all their textbooks on one iPad (carrying around 1.5 lb instead of 35 lb).
It will spread to videogames and people will realize it was the experience they should have had years ago. Then apps will drive demand further. It is the app store that Apple uses to sell iPod Touches and iPhones... but now will sell iPads. Then iPads sell iTunes video content including TV and movies. And the iPad will sell magazine subscriptions and bestselling books. The iPad will sell more apps... which will sell more iPads... and the cycle will continue.
The iPad will replace the MB user who needs an entertainment device not a computer. The iPad will replace textbooks and personal TVs. The iPad will replace the Kindle and Nook. The iPad will replace medical charts, the need to physically transfer an MRI, and will be used for training doctors of the exact instructions for replacing a heart.
Forget this nonsense that the iPad isn't going to sell well. It will probably sell only 10m in the first 12 months, 25m in the first 24 months, and 60m in three years. Mac sales numbers will be trumped by the iPad. The iPad is an exceptional device that will offer a great experience at a fair price that is a no brainer to people that would have bought a netbook, Kindle, and notebook all to check email on the run, read a book, or watch an iTunes movie in bed.
The MB will probably be the Mac to suffer the most in the long run. The iPod Touch will probably lose some sales too... but then Apple will be making double the money and offering 4x the video display experience driving more sales of more iTunes video content... selling more iPads... selling more apps... selling more iPads... selling more iBooks... selling more iPads... selling more and more and more... and selling more Macs too... which in turn will sell more Macs to businesses... and will sell more iPhones... and an AppleTV, AirPort Extreme, followed by Apple Cinema Displays... and then it will even sell Apple Television Sets... with Internet, Apps, TV subscriptions and all BUILT IN!
I would bet that Apple makes more money selling an iPad than a MB... not just in the initial sale but all of the follow up sales of iPad content from iTunes, iBooks, and App Store. We are at the start of a revolution that will make the iPod relevance seem a distant memory not worth mentioning in the history of Apple, Inc.