∞ Analyst: Macs trending up, iPods down for the September quarter

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Piper Jaffray Senior Research Analyst, Gene Munster, is maintaining his Overweight rating of Apple’s shares after analyzing the most recent data on Apple’s sales.

iMacLooking at the data from market research firm NPD, Munster said Apple was up two percent year-over-year in July’s Mac sales. He is predicting Apple will sell between 2.7 million to 2.8 million Macs for the quarter, which would put Apple in line with analyst expectations of 2.75 million Macs for the quarter.

Munster noted that it was too early to make a call on the quarter because so many Mac sales happen in September as students go back to school.

That is the good news for Apple. The bad news comes with the iPod numbers.

The analysis of the NPD iPod numbers shows a decline of 17 percent in July, year-over-year. Approximate iPod sales for the quarter should be between 9.5 million and 10.5 million, according to Munster.

Even though that’s down, the numbers still fall in line with analyst predictions of 10 million iPods for the quarter. Again, Munster says sales should see a boost in the final month of the fourth quarter as students head back to school.

Overall, Munster said we should expect iPod sales to be between -14 percent to -5 percent for the quarter.


  • http://www.marketingtactics.com Dave Barnes

    If iPods are down, then what is happening with the other music players?
    Personally, I don’t see stand alone music players existing at all in 3-5 years. You will either own an “application device” (aka iPod Touch) or a phone.
    We tend to forget that storage capacity will double every 2 years. That means in 10 years, the iPhone will have 1TB of solid-state storage. This is simply a mind-boggling number.

  • Jim Dalrymple

    It is a mind-boggling number. I tend to agree with you about the music players. There will be some left for those people that want a separate device, but for the most part, we will have them integrated into something else.

  • http://www.marketingtactics.com Dave Barnes

    Jim,

    You need a new photo. You look like an angry zombie.

    ,dave

  • Jim

    … and your point would be?