> iPad 3

Matthew Bryson of Avian Securities, who follows component makers such as Micron Technology MU.nyse, this morning writes that, “Recent conversations with the electronics supply chain indicate that Apple is sending out design specifications and component needs for the next generation iPad,” which Bryson says would suggest a new iPad in six months’ time, judging by the schedule of things in the last two rounds of iPad. Bryson thinks that means a new iPad come the fall, perhaps in tandem with an iPhone 5, writing, “We feel the 2H launch fits well with indications an iPhone5 launch could also come later in the year. With the two platforms sharing similar hardware in many respects, in our view it would make some sense to see the platforms roll-out simultaneously with this timing likely enabling Apple to offer 4G enabled products.”