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Piper Jaffray Reports on iPhone, Mac Sales

Piper Jaffray Reports on iPhone, Mac Sales

by , 1:40 PM EDT, October 4th, 2007

While iPhone sales jumped 200% right after the price reduction, they've stabilized and are now up 56% from Jul/Aug sales according to a report published by Piper Jaffray on Thursday. However, Mac sales are down over the same period.

Gene Munster, the noted Piper Jaffray Apple analyst, and his team visited Apple flagship stores in New York, Chicago and San Francisco to count iPhone, iPod and Mac sales. They compared those results to what they found in July and August.

The results, posted by CNNMoney, were summarized in this table:


Mr. Munster noted that while Macintosh sales were up sharply in July and August as a result of the new iMac intoduction and back-to-school specials, the rate of sales has tapered off in September. His report also provided a breakdown of iPods sales distribution: 39% percent nano, 36 percent touch, 16 percent shuffle and 9 percent classic.

Mr. Munster has also estimated that Apple will report 1.28 million iPhones sold for the quarter.

Observer Comments

Show: Subjects Only | Full Comments
Close Name:gslusher Posts: 2088 Joined: 13 Nov 2002
Subject:

"Gene Munster, the noted Piper Jaffray Apple analyst, and his team visited Apple flagship stores in New York, Chicago and San Francisco to count iPhone, iPod and Mac sales."

As if those meant anything about the rest of the US, much less the world.

Close Name:Guest
Subject:

Gee, since back-to-school is a major time for computer sales, what's wrong with a dip in sales after school starts? I don't see a problem.

Close Name:geoduck Posts: 1922 Joined: 30 Dec 2003
Subject:

Quote
Gene Munster, the noted Piper Jaffray Apple analyst, and his team visited Apple flagship stores in New York, Chicago and San Francisco to count iPhone, iPod and Mac sales.

Wow it must be nice. "Hey everyone let's go to the Apple Store to do some "research" on company time." LOL

I just wonder how many of those sales were to PJ researchers.

Close Name:gslusher Posts: 2088 Joined: 13 Nov 2002
Subject: Munster/Wu

I've been following some of the discussions on TMO's Apple Finance Board--at least to the extent that I can understand what they're saying. (Three degrees from MIT don't help. ) One interesting thing that I've noted is that I haven't seen Wu or Munster mentioned very often by the serious traders. Perhaps those traders know something.

Close Name:Bosco Posts: 1002 Joined: 03 Jun 2002
Subject: Not to be confused with...

Quote
TFA wrote:
Gene Munster, the noted Piper Jaffray Apple analyst,


In case there was any confusion with noted 50s TV character Herman Munster or noted Yankee Thurmon Munson...

Close Name:Guest
Subject: Lower Mac sales?

Of course. We're all waiting for Leopard to come loaded on a new computer.

At least, I am.

Close Name:Guest
Subject:

Isn't this the same yahoo who said that Apple sold 700,000 iPhones on the very first weekend?

Yea, these analysts aren't very good.

Close Name:gslusher Posts: 2088 Joined: 13 Nov 2002
Subject:

Quote
Anonymous wrote:
Isn't this the same yahoo who said that Apple sold 700,000 iPhones on the very first weekend?

Yea, these analysts aren't very good.


I'm not sure who said what, precisely, but, yes. It seemed to be a "Beat this!" contest, a verbal form of "Mine's bigger than yours!" One "analyst" would make a prediction of the number, then another would try to top him. (It's always guys--the women are probably too smart to get involved.) The result was that they made the real number, 275,000 (IIRC), seem like a failure.

Close Name:gslusher Posts: 2088 Joined: 13 Nov 2002
Subject: Re: Not to be confused with...

Quote
Bosco wrote:
Quote
TFA wrote:
Gene Munster, the noted Piper Jaffray Apple analyst,


In case there was any confusion with noted 50s TV character Herman Munster or noted Yankee Thurmon Munson...


Minor correction: The Munsters ran from 1964-1966 (two seasons), so Herman was a "noted 60s TV character." FWIW, the other "creepy comedy," The Addams Family, ran the same two seasons. The shows finished within a week of each other.

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