Much of Apple's June-quarter retail success can be linked back to the iPad, observes Needham analyst Charlie Wolf. Retail revenue grew 72.8 percent year-over-year, reaching $2.58 billion. While same-store Mac sales rose 21.8 percent, the iPad is believed to have helped non-Mac sales jump 106.3 percent. The device is the new "fourth leg of the stool" for Apple, actually replacing retail in importance behind the iPhone, Mac and iPod, says Wolf.