Analyst: Mac sales not slowing, iPod shipments could slightly exceed expectations

“Piper Jaffray senior research analyst Gene Munster maintained a rating of ‘outperform’ on Apple Computer, saying the company is poised to post results that are in-line to slightly above expectations for the March quarter,” Kate DuBose Tomassi reports for Forbes. “‘Specifically, our checks with Apple specialist resellers last week indicated that they are not experiencing a significant slowdown in Mac sales’ due to customers waiting for Intel-based Macs, according to Munster. As for iPods, availability is ‘significantly better’ than it was during the previous quarter, and iPod demand is down ‘slightly,’ but not significantly, from December 2005 to March 2006. Based upon iPod NPD unit shipment data, the analyst said he believes that Apple is ‘on track to meet or slightly exceed our iPod unit assumptions.’”

Tomassi reports, “The analyst maintained an “outperform” rating on Apple shares. His 12-month price target for the stock remains $103.”

Full article here.

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30 Comments

  1. Earthlink stock has been down like 10-20% recently.
    Earthlink and Google are planning on joining to offer WiFi internet acesss.

    Currently Earthlink is valued at $1.3billion
    While Google is valued at $110+billion

    It is obvious in this deal, Earthlink could benefit alot.
    All Earthlink would have to do is let Google use its power to turn the service into a successful service while Earthlink collects the profits.

    Earthlink stock might be a good stock to buy at these low prices.

  2. Earthlink stock has been down like 10-20% recently.
    Earthlink and Google are planning on joining to offer WiFi internet acesss.

    Currently Earthlink is valued at $1.3billion
    While Google is valued at $110+billion

    It is obvious in this deal, Earthlink could benefit alot.
    All Earthlink would have to do is let Google use its power to turn the service into a successful service while Earthlink collects the profits.

    Earthlink stock might be a good stock to buy at these low prices.

  3. Earthlink stock has been down like 10-20% recently.
    Earthlink and Google are planning on joining to offer WiFi internet acesss.

    Currently Earthlink is valued at $1.3billion
    While Google is valued at $110+billion

    It is obvious in this deal, Earthlink could benefit alot.
    All Earthlink would have to do is let Google use its power to turn the service into a successful service while Earthlink collects the profits.

    Earthlink stock might be a good stock to buy at these low prices.

  4. Earthlink stock has been down like 10-20% recently.
    Earthlink and Google are planning on joining to offer WiFi internet acesss.

    Currently Earthlink is valued at $1.3billion
    While Google is valued at $110+billion

    It is obvious in this deal, Earthlink could benefit alot.
    All Earthlink would have to do is let Google use its power to turn the service into a successful service while Earthlink collects the profits.

    Earthlink stock might be a good stock to buy at these low prices.

  5. Hmmm pump talk to boost the stock while they sell theirs and take our money.

    The fact is there is a huge backlog of demand for a decent Mactel laptop, it’s Apple’s best selling Mac.

    This is what’s pumping the sales at this time. Once that demand is finished, the two biggest demands on Apple Mac’s, PowerMac’s and Pro laptops will have been satisfied for the next 3 years.

    Apple’s other Mac’s don’t sell nearly as well as their Pro lines.

    iPod sales will slow as the “fad” is over, but because of their numereo uno status, they will still see significant iPod growth but slowing sales from previous highs.

    So I expect the stock to settle down and do some gradual growth with a little fluxuation after this next quarter.

    This anal-ist is just pumping things up for now, but the stock will drop as the fad has worn off and the Intel switch is causing headaches.

    Then of course will be the effect of Trusted Computing once it makes the rounds of the MacMedia.

    People are not going to be happy with Mac’s anymore and the trojans and EFI hackers will have a field day.

    You’ll see. With just about every application demanding a admin password to install, it gives the hackers plenty of exploits to use.

    Sony/BMG rootkit and Norton AV rar files are just the begining.

    Apple made a huge mistake, never trust the developers.

  6. This analyst talks to “Apple specialist resellers ” – in other words he is not getting any information from Apple computer. He´s talking to Bob´s computers and Ipods at the mall or the clerk that dusts off the Apples at CompUSA.
    Remember this is the same analyst that said a while back when Apple was at $85 it was going to move another $18. He got the amount right, just the wrong direction.

    He is covering his ass because he has lost his customers lots of money.

  7. I noticed PALM has been going up and up, what is the deal behind this company?

    Their own management wants to sell the company, ( hinting that it is overly valued ) yet their stock keeps going higher.

    PALM is definetly due a big decline sometime in the future. It isnt even worth $20 per share.

  8. MacDude. I hope your investing is better than your use of english. If you advise folks, you might have more success if you used the language correctly. Here are some tips:

    “I’m AN investor”

    “I’ve got hard money” or perhaps “I have hard money”

    and by the way, just what is “hard money”? Is that a lot of money, or money that was hard for you to get, or a pocket full of change ” width=”19″ height=”19″ alt=”grin” style=”border:0;” />

  9. MacDude,

    You’re still wrong.

    The iMac is Apple’s best selling computer by unit sales by far. The iBook is next. The Powerbook, PowerMac, and Mac mini then follow. If you’re really an astute investor, it would behoove you to study Apple’s 10-K/Q SEC statements running back a few years, and Apple’s guidance over the past year when they said that people are buying high-end iMacs instead of PowerMacs. Even though Apple no longer breaks out by model, doing some calculations of desktop units to desktop revenue (and same for notebook), you’d figure some of these things out.

    Munster’s target, announced in Jan, was always intended as a 12-month target, not a March target. So he could still turn out to be right. Other analysts in Jan had noted that Jan-Mar would be a tough quarter, very much so compared to Oct-Dec, but even year-to-year because of the Intel transition. I don’t know if MDN carried it, but after the earnings conference call, one analyst forecast downward stock price pressure until Apple announced earnings in April. That analyst assumed no more significant product intros in the quarter.

    Given this, the smart longer-term investor, knowing about all the opportunities ahead of Apple and the likelihood of more product intros, would’ve been snapping up a few shares at every large drop in stock price.

  10. this forum is always being trolled by either windows freaks, english teachers or doomsday kids saying “intel will bring armageddon to the mac land we’ve been thriving in!”
    so far, most normal people have had nothing but good things to say about the intel macs.
    heck, i want one. i’m just waiting for the 28th… if a new mac mini is coming out, i’ll sell my dual g4 tower toward it!

  11. he ALWAYS posts moronic comments (not to put too fine a point on it). Seriously, check out some of his old posts–always ignorant.
    Suggesting that the PowerMacs and Powerbooks have historically been top sellers in the Apple pantheon is just plain clueless. MacBook Pro is currently hot because there was a lot of pent up demand from folks who had been holding off buying the under-powered Powerbook G4. Sales of the Intel-based iBook will DWARF those of the MacBook Pro. And iMac sales are FAR greater than PowerMac sales.
    Hey, MacDude investor, I have a bridge in Brooklyn that would be a fabulous investment opportunity for you!
    Kate

  12. Amazon’s stock seems to have stabilized at where it is now. Between Apple, Google, & Amazon, i would say Amazon has more upside.

    Simply because it has come down to where it is now ( $38 range ) from $50’s earlier January.

    And because Amazon is more of a “midcap” which gives it room to grow, unlike Google.

    Reason why Amazon’s stock doesn’t seem to go high or when it is high stay high is because Amazon’s management is extremely conservative with their comments, and outlook for the company.

    However that is exactly what makes the stock a Solid stock at this point because it is showing its True-Value.

  13. Amazon’s stock seems to have stabilized at where it is now. Between Apple, Google, & Amazon, i would say Amazon has more upside.

    Simply because it has come down to where it is now ( $38 range ) from $50’s earlier January.

    And because Amazon is more of a “midcap” which gives it room to grow, unlike Google.

    Reason why Amazon’s stock doesn’t seem to go high or when it is high stay high is because Amazon’s management is extremely conservative with their comments, and outlook for the company.

    However that is exactly what makes the stock a Solid stock at this point because it is showing its True-Value.

  14. Amazon’s stock seems to have stabilized at where it is now. Between Apple, Google, & Amazon, i would say Amazon has more upside.

    Simply because it has come down to where it is now ( $38 range ) from $50’s earlier January.

    And because Amazon is more of a “midcap” which gives it room to grow, unlike Google.

    Reason why Amazon’s stock doesn’t seem to go high or when it is high stay high is because Amazon’s management is extremely conservative with their comments, and outlook for the company.

    However that is exactly what makes the stock a Solid stock at this point because it is showing its True-Value.

  15. Amazon’s stock seems to have stabilized at where it is now. Between Apple, Google, & Amazon, i would say Amazon has more upside.

    Simply because it has come down to where it is now ( $38 range ) from $50’s earlier January.

    And because Amazon is more of a “midcap” which gives it room to grow, unlike Google.

    Reason why Amazon’s stock doesn’t seem to go high or when it is high stay high is because Amazon’s management is extremely conservative with their comments, and outlook for the company.

    However that is exactly what makes the stock a Solid stock at this point because it is showing its True-Value.

  16. Not to turn this into an Amazon thread, but do want to point out that Amazon faces pressures on both its CD/DVD sales from the likes of Apple, and on everything else from the likes of Walmart. It’s also not clear how Amazon plans to handle rapidly rising shipping costs since people hate to pay for shipping. It has been absorbing those costs against its bottom line for awhile now.

    Amazon being even more tight-lipped than Google and Apple make it not a popular stock to hold.

  17. If you say something the macfanboys don´t want to hear they try to ridicule you…I can´t believe the anal macfanboys that have been making fun of incorrect word spelling and grammar in macdude´s writings.
    sso what if the word is spelled wrong? His opinion is still as valid as your opinion. But then most macfanboys have none – just trolls looking for people that don´t agree with the apple party line.

    Grow up macfanboys.

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