This is starting to make a little more sense. It made me wonder why Apple called this latest iPad "the new iPad" rather than the iPad 3. It seems that it may have been but a placeholder. If a new, smaller model is on the horizon, they couldn't very well call that the iPad 4, but it's a completely different product.
So now, we'll likely see a "new iPad mini". No number. Maybe we'll see numbering scheme return upon the next iteration of the current iPad?