The iPad 2 -- which launches Friday -- presents an "increasing risk of a bubble burst" for competing tablet makers, claims JP Morgan analyst Mark Moskowitz. The companies' sales expectations may be too high, says Moskowitz, and could come back to bite them in the second half of 2011. "In our view, the technical and form factor improvements of the iPad 2 stand to make it tougher for the first generation of competitive offerings to play catch-up, meaning actual shipments could fall well short of plan," the analyst writes.
