Well, here at the trailing edge, the cellphones (many feature) are the main device but lots of love for bigger screens. If given an iPad they use it (a lot), so I would expect the first iPad sitting at $99 bucks with a cell contract will kill off the cellphone in a lot of youngsters with a big second to the phablets. Bonus, once someone figures out a decent dock that we can add a big screen to and leave around.
Its a price thing right now, not an I want thing.