And in a third piece of evidence, Piper Jaffray analyst Gene Munster reports that his analysis of Black Friday and Cyber Monday tweets show that the iPad and iPhone "appear to be among the top gifts for 2013."
According to Munster's analysis, an impressive 1 percent of tweets containing the hashtag "#BlackFriday" mentioned the iPad, and 0.31 percent of the tweets containing "#CyberMonday" mentioned the iPhone. That makes the devices the two top-mentioned products for the two respective shopping days.
(Read more: After hype, Black Friday more 'bragging rights' than profit)
"Given the positive read on iPad, our December iPad expectations of 24.5 million (7 percent year-over-year growth) appears to be slightly conservative," Munster wrote in a Monday note. The only potential issue, he said, was supply, which "is generally tight at retail in the US."
Cantor Fitzgerald analyst Brian White is also optimistic. The Consumer Electronics Association found that electronics was the second-most-shopped-for category over the weekend (behind clothing) and that the tablet is most popular item in that sector. For White, "this increased tablet appetite is a clear positive for Apple with the recently introduced iPad Air and iPad mini with Retina Display, combined with the discounted first-generation iPad mini."