This rumor could support the rumor of an iPad 2 with a Retina Display in September.
The September event could show the iPad 2 RD, an Apple TV 3 with 1080p (or a software update that unlocks 1080p functionality in the Apple TV 2) and 1080p rentals and purchases in iTunes.
My thoughts exactly. I can see Apple wanting to have everything HD capable in the fall. The iPad HD might be pricey, but it will deliver.
Funny though, I don't care much about HD movies but a double resolution iPad would be killer for my job.