Originally Posted by va_plinker
I'm with Gruber on this one.
While maybe a nice to have on many wish lists, it is not at the top. Seems like this is a good one to save for later.
I agree... if you consider the market to be what the iPad currently is addressing...
Not critical upgrade.
I disagree... if you consider the potential: a) what markets an enhanced iPad could address; b) the capability for the iPad to set the standard and dominate the marketplace for the next several years
Production of Pad1 was constrained by display supplies early on. Can they really get 40 million advanced displays like this? Why risk another shortage when they have just spun up production of the current displays?
The production line and supply chain for iPad2 is, likely, separate from iPad1.
The specs, supply-chain agreements, manufacturing setups for iPad2 have been in process for at least 6 months.
I do not believe the iPad1 supply constraint is related to the release of iPad2.
I do believe the contracts and forecasts [assumed to be large] for iPad2 are because Apple sees 2011 as the critical year for the iPad.
Even if the 2x iPad2 is supply-constrained -- it would be such a compelling product that buyers would wait for delivery -- rather than buy any of the announced alternatives that arent even in the same ballpark!
I was working for IBM when they introduced the Selectric typewriter -- that revolutionized the typewriter industry and was the beginning of desktop publishing!
The iPad2 has greater potential
to revolutionize how people interact with content!iPad == You n' your stuff!