I'm going with the first statement, Apple probably over-produced the 16GB WiFi-only model and needs to dump stock. I guess Apple realizes that not everyone who owns Apple products lives in Starbucks, sometimes you just can't get WiFi where you're at.In addition to drawing in extra business for TJX Companies, it's speculated that Apple over-produced and has a backlog in the channel. It could also be a confirmation that the 2nd-generation, camera-embedded iPad is indeed on the way.