“Credit Suisse First Boston raised estimates on Apple Computer after a trip to Taiwan and after completing checks with key component suppliers. CSFB said, ‘We believe both iPod and Mac demand are tracking above normal seasonal calendar first-quarter patterns.’ The research firm said checks show sales of the iPod shuffle device are trending above its initial expectation of 500,000 units, and CSFB now expect shipments of 1.5 million units in the quarter. CSFB also expects Apple to ship 4.2 million hard-disk-drive-based iPods ‘as the company has secured capacity to meet growing international demand,'” Forbes reports.
“CSFB raised the quarterly shipping estimate on the Mac mini to 150,000 units from 100,000, and expects total Mac units shipping in the fiscal second quarter to rise 35% year-over-year (15% excluding the Mac mini), above the research firm’s PC industry growth estimate of 10%,” Forbes reports. “CSFB raised the fiscal second-quarter 2005 estimate on Apple to earnings of 25 cents per share on revenue of $3.2 billion, up from earnings of 20 cents on revenue of $2.9 billion.”
Full article here.
MacDailyNews Note: Mac mini unit sales for the current quarter are constrained as Apple ramps up from various reports. Estimates on the high end for Mac mini unit shipments are around 250,000 units for the quarter. The real story of the Mac mini won’t actually become clear until later in the year.
Related MacDailyNews articles:
BofA analyst: Mac mini likely to significantly strengthen Apple’s market share – March 14, 2005
Apple’s Australian Mac sales surge a massive 49.1 per cent, share jumps from 3 to 4.1 per cent – February 21, 2005
Apple’s Mac is not doomed to small market share forever; the ‘Ignorance Lag’ is ending – February 11, 2005
Analyst: Apple Mac worldwide market share could increase to 4.5 percent by end of 2006 – January 24, 2005
Mac mini is going to dramatically improve Apple’s share in the personal computer market – January 23, 2005
Apple shows strong Mac shipment growth, market share gains in fourth quarter 2004 – January 19, 2005
Report: Apple gained significant market share of computer industry during past quarter – January 12, 2005