Maybe this is a fools measure, but in the past 2 months, I have seen more and more people using the Ipad on the train, and have been seeing a greater number of them in public areas. Originally I thought people only used them for an at home television alternative, as an alternative to a paper newspaper, or for Skyping, but now I'm not so sure. I anticipate that the numbers for this quarter are very understated. Though of course this is based on completely unscientific methods. Anyone else notice this?
I've noticed more and more. But of course you are going to notice them, Apple is selling millions every quarter and almost none of those millions are replacements for an "old" iPad that is going out of circulation. So there will be more and more out there. Since Apple was supply constrained, there is a limit to how many iPads they could sell. So the analysts might not be that far off market. It really would be scary if Apple could get a successful flagship product out without significant supply constraints. I'm not just talking about the US Apple stores, I'm talking about having full capacity to deliver world wide during the first quarter of a products lifecycle. If they could do that with iPhone 5 or iPad 3, then we would see some really impressive sales numbers.