Qtr to Date NPD data
AppleInsider has a Gene Munster update
In a new note to investors, Gene Munster, senior research analyst with PiperJaffray, said that NPD data for the July and August shows Mac sales up 7 percent year-over-year.
If the trends shown in the NPD numbers hold, Apple would sell between 2.75 million and 2.8 million Macs in the quarter, about even with Wall Street consensus of 2.75 million. But Munster predicts the numbers will skew higher than expected.
Year-over-year sales during July and August were down 16 percent. Munster estimates that Apple will sell between 9.5 million and 10.5 million iPods for the quarter, while the Street is expecting about 10 million.
“We are expecting reacceleration in the final month of the quarter given the new iPod nanos that shipped on 9/9,” Munster said. “Also, iPod international is growing faster than domestic. In other words, we believe the actual reported numbers for iPod will be slightly better than NPD would suggest.”
International growth is also faster for the Mac, as well, which leads Munster to believe that the Mac numbers will also exceed what is implied by NPD retail data.
Solid, Like a Rock.