That number will continue to grow, and will expand as more companies buy desktops in the cloud (desktops as a service) or expand their virtual infrastructures to make internal apps more available virtually (streaming apps inside the firewall, SAAS outside), or to get more control of their own data by keeping it virtualized on servers that can't be left in airports or taxis like laptops.
It is mobile computing that will become the major disruptive element in corporate computing, however.
Tablets and phones can't compare for power or storage capacity with even small laptops, of course. That doesn't matter as much if they're constantly talking to servers that supply their data through encrypted pipes, run whatever apps the end user needs and show the result on whatever screen is available to him or her.
Done right, and assuming the network links work fast enough not to enrage users more than delight them, virtualized apps are more secure and reliable -- and certainly cheaper -- than lightweight versions ported to quick-changing versions of at least four major operating systems and hundreds of actual devices, with most of the features deleted to accommodate weaker processors.
Disrupting the enterprise
Sales of tablets and smartphones will explode during 2011 and 2012, disrupting enterprise IT at least as much as they do leaders and business models in the IT industry along the way.
Connecting them to the corporate network, virtualizing user environments so people can do more than email on iPhones, building, buying or adapting apps to run on tablets and phones and finding ways to secure the data people access using highly mobile devices will change the character of what IT used to call "The Edge."
The edge of the network, the edge of the enterprise, will no longer be a DMZ occupied by firewall servers, security appliances, access servers and sandboxes for business partners.