Sterne Agee analyst Shaw Wu said in a research note:
We believe this significant refresh will likely help drive higher iPad sales and help further differentiate from arguably the only real competitor in the market, Amazon's Kindle Fire and not to mention the myriad of Google Android offerings out there. We are currently modeling 51 million iPad shipments for CY12 and believe this could turn out conservative.
Depending on when the iPad 3 is available, Apple may see a late March quarter pop. If not, the June quarter is likely to have a nice iPad 3 tailwind.