The Consumer Market Doesn't Matter, Redux

I read an interesting article this morning about Pocket PC rollouts for enterprise use. As wireless becomes more ubiquitous, Windows CE-based devices have massive advantages for vertical applications. UPS, Coke and Pepsi have all recently committed themselves to using Pocket PCs for workflow automation.

Even if Palm keeps 50-80% of the consumer retail market, will that be enough if the consumer retail market is itself only a small piece of the pie?