"Part of my job is bringing people back to reality when they drink the Kool-Aid," he says. "In reality, there's a whole series of pieces that have to be in place for all of this stuff to click, and we're getting there."

At every quarterly earnings report, Apple makes huge claims about the iPad in the enterprise. Ninety-four percent of Fortune 500 companies have deployed or are testing the iPad. Early adopters range in industries from healthcare to manufacturing. CEO Tim Cook has often said that he's never seen an enterprise adoption rate like this in his life.

The third-generation iPad released earlier this year has been , according to a survey by Consumer Intelligence Research Partners. One in five customers who bought the third-generation iPad planned to use the device for business.

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