Not only does Intel not have a tablet-specific processor, Microsoft doesn't have a good touch-enabled OS, and won't until 2012, when Windows 8 is scheduled to ship, according to another Goldman analyst, Sarah Friar.
What that means for IT is that, even if you're moving as fast as you can to figure out how to adapt your security and application-access controls to support the iPhones and iPads C-level execs are carrying in to your office with smug looks on their faces, you'll have to move faster.
Not only will a lot of employees get tablets for Christmas, they'll buy them for themselves for the cool factor and convenience and want to get to all their corporate email and documents.
If they can't, they'll move data you'd prefer would stay safe inside the firewall out to Dropbox, Box.net or mail attachments to themselves via Gmail or other services, and download them to iPads over which you have absolutely no control.
It's all part of the overall consumerization of IT that most IT people resisted as reducing the security and eroding the good governance of information and technology.
The impulse toward good governance is good, but resisting consumerization is futile.
You can't stop it, or probably even slow it down without forcing users to dodge around you. The best you can do is get ahead of users and find ways to make the toys they want to work with into real tools.
It won't be easy, but users might be more cooperative because you seem to be trying to help, rather than trying to hold them back. It's happened before.