1. The silent refresh of the "new iPad". This one just makes no sense to me. Usually when a new iPad comes out, it is well anticipated and the launch of the newer model brings with it a reduction in price of the old model. The sneaky "silent refresh" seen by Apple today is really a release of "The new iPad v2". By not considering this to be a new model, those whom have purchased the original retina iPad are left in the dust with a product that Apple now wants to you believe never even existed. This is simply unfair to those who were early adopters of the retina iPad.
This is like saying that your local TV station should not screen "Transformers" because it would be unfair to those who paid money to catch it in cinemas half a year ago.
Early adopters have had a full 7 months to enjoy their new ipad over those who chose not to upgrade. This is their benefit. How is this being unfair to them? Are you saying that just because they bought an ipad earlier, then other consumers do not deserve to get a newer, updated product?
Not to mention that the improvements aren't that significant. 4G is significant for those in countries that could not access it previously (but again, it assumes the consumer is willing to pay for a 4G model and the monthly data fees). Lightning connector may actually be more of an inconvenience, invalidating your earlier docks and cables. A faster processor is nice, but not a game-changer in itself.
I am an owner of a 3rd gen ipad, and I feel I have barely been impacted by the change.
3. The "new" iMac". How does it make ANY sense that the presentation goes from boasting about the retina display of the new 13" MBP and how you can't live without it, to discussing the refresh of their desktop line that is inexplicably lacking a retina display? The refresh of the iMac line makes little to no sense. Yes, thinness is nice, but not as important of an attribute for a product that is not portable and is simply planted on your desk. Rather than the updated innards and a slightly thinner bezel, there is almost no reason for any current iMac owner to upgrade to this new model. The fact that the iPhone, iPad and MacBook have all progressed to retina displays while the desktop line has been left behind is inexcusable.
Since when is there ever any convincing reason for an imac owner to upgrade his desktop anywhere before 3 years minimum? To me, these are pricey hardware that should be able to last 3-5 years. They are probably marketed at platform-agnostic people who have been on a windows desktop for the last few years and might be tempted to upgrade.
I am guessing that due to production bottlenecks, Apple is not yet able to reliably produce 21.5 and 27 inch retina displays that pass QC, are economically viable and have a graphics card powerful enough to power them. So they are opting to reserve the screens for more profitable products like the ios devices and laptops.
I do agree with you that the timing of the announcements seem out of place. The pro, mac mini and imac seem like they should have been announced way back in June, but I am guessing development on them was pushed back for one reason or another.
At any rate, this is just Apple adapting to an ever-changing business landscape. The most stupid thing would be to do "business as usual". I like that they are actually starting to pay attention to their competitors more.