The iPad continues its success. Apple has now increased production of its tablet from 1 million units per month to 2 million.

More good news:

Despite strong demand, [Analyst Katy Huberty with Morgan Stanley]reiterated that the iPad has not cannibalized sales of Macs. She noted that U.S. Mac sales are tracking up 20 to 25 percent year over year, and have been accelerating in recent weeks.

Disclosure: I own Apple stock.