The iPad has ALWAYS been about New Users.
Apple tapped into this "Brand New Vertical", when the iPad was initially released.
I wrote this very post on 2/3/2010:
WHY [will] the iPad will be a HUGE SUCCESS and truly change the way people use "mobile" computers.
It's 100% the Operating System and the User Interface.
Complete computer illiterate's will be able to pick one up and just use it.
The iPhone and iPod installed base is just a small piece of the market.