In a report to clients issued Monday afternoon, Piper Jaffray's Gene Munster — a long-time Apple (AAPL) booster — found much to cheer about in the NPD Group's U.S. retail sales data for January and February.
"We are buyers of AAPL based on Feb. NPD data," he writes. He points to two trends in particular:
- Mac unit sales are up. An average of 39% year over year for the first two months of the March quarter, which according to Munster translates into sales of somewhere between 2.8 and 2.9 million Macs for the full quarter. The Street, he says, is looking for Mac sales to be up only about 22%.
- iPod unit sales are up. After a series of 16 consecutive monthly declines, iPod sales are up 7% year over year for the last two months, suggesting total iPod sales of 9 to 10 million for the March quarter. The consensus is closer to 9 million.
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Κόντρα σε ολόκληρη την αγορά των Windows, με περισσότερη λασπολογία από ποτέ, ΕΚΕΙ η Apple να σπάει τα ρεκόρ το ένα μετά το άλλο. ΧΩΡΙΣ να είναι μονοπώλιο και λοιπές αηδίες. Απλά όπως λένε κάποιοι: Once you go Mac, you never go back.
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