Half and half
Most of them are eyeing Surface tablets as the spur they need to get rid of laptops, but you have to keep in mind that most CIOs are thinking beyond hardware.
When you use VDI, your hardware doesn't really matter, except your graphics card and network connection. You can set up a full-on VDI workstation with minimal specs and have it perform at the capabilities of a monster machine.
Users who are monitoring alerts and sending feedback just need email. They can use their own devices for that.
Users who admin servers just need to be able to remote to them. Again, own device.
Users who serve customers just need an interface to the application and their email. Tablet with a dock can accomplish that.
The key is to get hardware that supports what the user really needs to be able to do to be effective at their job, rather than getting boilerplate hardware configurations where it's too much for some users and not enough for others.