re: Apple Mum On iPad Sales
"Apple may not want to disclose sales until both tablets are available." I agree that this is probably the reason Apple's been silent.
I saw one survey that found 70-75% of first-day Air buyers were upgrading from an earlier iPad, and that the remainder were first-time iPad buyers. The survey was based on a paltry sample (~100 people at a single Apple retail location), but it's an interesting first hint at the Air's trajectory. Apple does a good job retaining customers across generations of devices, but its ability to expand its base will be something worth paying attention to. Android growth will outpace Apple's purely because of where most Android tablets are positioned in the market. Apple will ship more tablets than all Windows OEMs will ship combined, but some of the new Windows devices are pretty nice and will add legitimate competition. If Apple not only persuades many existing customers to upgrade but also manages to snare lots of new ones, that would be pretty impressive.