"We just had some hands-on time with the Samsung Galaxy Note 10.1 here at MWC, and it seems it just arrived over at the FCC just recently. This tablet has the same on-screen setup as the 5.3″ version, yet isn't capable of making phone calls. It sports a 1.4GHz dual-core processor and will ship with Google's Android 4.0 (Ice Cream Sandwich)."
Apple is aggressively moving to make the iPad cheaper and cheaper to build while eyeing the situation where tablets in general, and iPads in particular, are nearly ubiquitous. When you understand these trends, the iBooks Author / iBooks 2 / iTunesU App strategy for education makes a lot more sense.