Is Jefferies & Co. analyst Peter Misek huffing the magic hallucinogen jay bone? He claims that Apple canceled an iPad 2 HD, despite having already built a million of them, but also, that Apple will be launching the iPad 3 in January. What?
In a research note posted today, Misek said that the iPad 3 would have a “sooner-than-expected” launch in late January. It’s not exactly clear why he thinks the iPad 3 will launch months early, or why Apple would release a new tablet in a month when almost everyone is broke from Christmas, but… well, whatever.
The iPad 2 HD claim is just bizarre though. According to Misek, a million iPad 2 HD units with Retina Displays were produced, but have since been retooled as just plain iPad 2s. But not only is there seemingly no supply chain evidence for that, but it’s not even entirely clear that LG and Samsung will be able to ramp up production enough for an iPad 3 with a Retina Display in April of next year.
Take with a degree of skepticism, folks. This all reads like some sort of weird paint huffing.
