Apple (AAPL +0.7%) outperforms as evidence appears of strong early demand for the new iPad. Gene Munster expects 1M+ units to be sold on Friday, the device's first day of retail availability, and thinks Street estimates for 10.1M FQ2 sales could be conservative. Helping matters is the buzz surrounding the new iPad's high-res display: Ryan Block considers it a game-changer for tablets, while Jason Perlow sees it opening up many new applications.