I wonder how many potential buyers are waiting for Version 2? I know I'm not interested in V1, but I'm ready to consider V2.
If Greg is right about Q1 and Q2 projected sales, then that represents a pretty steep drop. Apple can't ignore that, so it tells me that they need to come out with V2 long before June if they want to maintain sales momentum.
People seem to be complaining about the slow pace of firmware updates for V1. That's another clue that Apple had moved on and is focusing resources on V2.