So does this mean we were all correct: a lot of potential buyers were waiting for a Version 2 with cameras and more memory?
I think it has much more to do with the expansion of the tablet market and popularity coinciding with well publicized product launch. Last year's launch was for early adopters. But by Christmas, the iPad had become main stream and you had all those folks seeing their friends toting their new iPads after the holidays. Made them think "hmmm... that's cool, wish I had one" -- the iPad does its own marketing in many ways. Couple that with Motorola putting tablets on a Super Bowl commercial (as another poster pointed out) which further raises awareness and you create a recipe for the success of the iPad 2 launch.
The ones "holding out" for the next version are always going to be there, but they are a relatively small number of informed people who are waiting for specific features to meet their needs -- they don't propel sales into the near-one-million range. My guess is that the iPad 3 launch will be in bigger, and it won't be driven by the small number of people who are "holding out" -- but rather by the expansion of the market and increased awareness of the potential of tablet computing.
Personally, I own the iPad 1 and I had my iPad 2 order in at 1:01am. Many iPad 2 buyers I know could care less about the camera or FaceTime. The things that sold most iPad 1 owners on this are things like:
- More memory
- More speed
- Better Graphics
- Video Mirroring
- Thinner/Lighter Design
and, amazingly....
- Smart Covers
Cameras, FaceTime and Gyroscope will be cool, but those are bells and whistles and not stuff most users will find themselves using all the time. Albeit, these features are extremely important to some users and I am betting those who really want a good camera will either pickup a Motorola Xoom or wait for the next iteration of iPad.
My guess: iPad 2 HD this November in the "Year of the iPad 2". The new iteration will have decent cameras, LED flash, and a Retina Display and maybe (just maybe) 1GB RAM. Thereafter, iPad will become an October/November launch.