I think that the importance of how the market receives the new iPad is based on associating iThing's success with Apple and not with Jobs.
If they are not sold out within the first week, then the new management will be blamed. If they will not try to manufacture as many as possible it can be interpreted as no confidence. If 10% increase in weight will be considered too much, if there is no obvious performance boost, if the battery life is slightly shorter, etc. then the device will lose the magical quality.
I'm not saying that Apple won't sell the new models but any market share loss will cost them more then it would cost other manufacturers because they have more to prove.
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