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Apple’s iPhone and Mac businesses are humming along nicely this holiday season, but financial analyst Shaw Wu sees some storm clouds ahead for the iPad. The analyst at Stern Agee cut his estimate for Apple’s tablet computer from 15 million to 13.5 million units for the current quarter, noting that production “appears a little light,” reports Barron’s.

Apple sued Amazon over the term in March, just as the Seattle online retailer opened a new mobile app store for Android. In follow up legal documents, Apple made the claim that Amazon’s “inferior service” would confuse and tain Apple’s brand with consumers.

Around the same time that Amazon dropped the clause, Microsoft announced plans to let its cloud customers actually use Microsoft’s array of patents in their own defense should they find themselves on the wrong end of a lawsuit. It’s not hard to imagine Microsoft cloud sales people in competitive sales situations pointing to its Azure IP Protection policy while highlighting a clause in Amazon Web Services’ agreement that implies you can never assert patented technology against it.

Around the same time, a train full of cargo heads for Poland from more than 300 km away in Chengdu, capital of the southwestern Sichuan province.

Apple Inc, which on Tuesday reported record quarterly revenue of .8 billion, is restricting travel to China.