But don't get too excited. Apple has arranged for UPS to hold the deliveries until the iPad's launch day, April 3.
Meanwhile, Morgan Stanley issued a note this morning claiming that Apple's manufacturing partners are predicting shipments of 8 million to 10 million iPads in 2010, a far cry from their original expectation of 5 million.
According to AllThingsD's John Paczkowski, the current Wall Street consensus is that Apple will sell 3 million to 4 million iPads in 2010, but Morgan Stanley analyst Katy Huberty estimated in the note that Apple will sell more than 6 million.
We continue to believe the market under-appreciates longer-term iPhone/iPad demand. Negative investor sentiment on the iPad centers on the lack of a "killer app" or new technology. Near-term, we believe iPad will target the sizeable sub-$800 consumer notebook market, which equates to 30 million units in the US and 120 million units globally. Medium-term, newly introduced content (books, magazines, video) and iPad-optimized apps could broaden the addressable market and strengthen iPad sales momentum later this year.