Goldman Sachs analyst Bill Shope has been talking to Apple's higher-ups lately according to BI (including COO Tim Cook), and that they're extremely bullish on iOS devices, even more so than they've been in the past. That's hardly surprising -- not only would you expect Apple executives to be excited about Apple products, but the iOS platform has been rocketing up anyway. Anyone betting against it at this point would be nuts.
Still, Cook specifically is claiming that there's "no reason why the tablet market shouldn't eclipse the PC market over the next several years," according to Shope. And while it seems hard to believe that the much larger PC market could ever be threatened by tablets, that's exactly what's been happening lately anyway. Shope's report says he expects another big increase in iPad sales this quarter, which surely Cook and friends would agree with as well.
This also means that we'll see some interesting announcements about iOS 5 next Monday for sure.