Ernie Varitimos of AppleInvestor says the iPad will be delayed. Apple still says the iPad will ship as scheduled near the end of March. Ernie’s logic:
Apple did not say that there wouldn’t be a smaller supply, they only said that the late March introduction is on schedule. They did not rebuke the claim that they would have only far fewer units than first planned, nor did they comment on a limited introduction to the US. If that is in fact the case, then the iPad will be delayed for many, many people.
Apple had originally planned to deliver 1 million at launch but will only be able to deliver 300K. I would call that a delay for 700K people!
So, Apple is sharing product delivery information with Ernie Varitimos? I don’t think so.
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