Read:
www.techflash.com/seattle/2010/06/as_ballmer_shrug...
Summary (kinda): Goldman Sachs analysts meet with MSFT -> Goldman Sachs analysts listen to MSFT -> Goldman Sachs analysts tell the world that MSFT doesn't have ANY idea what to react to the iPad -> BUUUUUUURRNNN.
please don't say i'm a fanboy, i am actually NOT into the ipad. i just think this is a funny situation. well funny to me at least.