Originally Posted by SolipsismX
Remember that with different models come different dynamics. Apple only sells previous generation HW as current when it comes to the iPhone, nothing else.
No, we can't say this yet. The first time the iPhone sold more than one model at once was upon the introduction of the third model in the line.
The same thing happened with the iPod touch at the same time.
And we're just now coming up on the third model of iPad. Apple has created a pattern with their first two iOS devices; it's quite plausible to believe they will continue it with the iPad.
2) We also have no idea how much this display, the GPU, battery size increase, production success, or anything else related to this display will cost Apple.
Again, Apple has set up a pattern here. Never has any iOS
cost more than the previous model. In fact, with the iPod touch, the price has dropped drastically YOY.
3) There is no tablet competition for Apple! I think your idea that the current iPad could drop by $100 makes sense but it also makes sense that Apple doesn't have to with the state of the tablet industry.
Indeed, they don't have to. They could sell the 16GB iPad 2 at $699 with probably only a 18% drop in marketshare.
But they don't care abut that. Tim Cook cares about marketshare. At least for the Mac, and I'm sure iOS devices, since Forstall would.
Originally Posted by mjtomlin
iPod Touch XL $249 (6" inch screen)
Everything but this sounds just about right.