PiperJaffray checks show Apple Mac sales likely to beat estimates this quarter

Apple Store“With just two weeks left in Apple Inc.’s fiscal second quarter, a survey of specialist retailers indicate that Mac unit shipments may fall only slightly from the company’s breakout December quarter,” Katie Marsal reports for AppleInsider.

“Analysts at research and investment firm PiperJaffray recently spoke with twenty of Apple’s premier resellers and found that 85 percent of those resellers expect Mac sales will decline only slightly from the company’s breakout December quarter. Those resellers described a ‘slight decline’ as an approximate 5 to 10 percent drop-off,” Marsal reports.

Marsal reports, “Meanwhile, the remaining 15 percent said they see sales coming in flat, or on par with the holiday quarter. ‘Usually the month of February is dead for Macs, but this year we have not had a measurable slowdown from the holiday (Dec) quarter,’ one Apple Specialist told the firm. Another commented that they ‘have seen higher than predicted demand for Macs in the March quarter’ and are expecting sales ‘to be above’ their original internal estimates.”

“Gene Munster, a senior analyst with PiperJaffray, was pleased by the response from the resellers. He believes the resellers’ comments indicate that Apple is likely to prove Street Mac estimates to be conservative for the March quarter,” Marsal reports.

Full article here.

Related articles:
Wired: Distinct sea change in people’s perceptions of Apple: Macs will save you money – March 20, 2007
WSJ: Apple makes inroads with Macs that can run Mac OS X, Linux, Windows – March 20, 2007
Network World: Need a new PC for Vista? Switching to Mac may cost less and give you more – March 16, 2007
Analyst: Microsoft’s Windows Vista is very good for Apple Mac – March 13, 2007
Washington Post: Only Apple Macs can run both Mac OS X and Windows – March 08, 2007
The Age of Apple dawns – March 06, 2007

18 Comments

  1. Only a 7% drop from the December quarter would be fantastic for Apple. Year over year is the only measurement that really counts, and that would be a dramatic increase in sales from the March ’06 quarter.

  2. NOTE TO ALL:

    APRIL 15 APPLE WILL NOT JUST BE PRESENTING FINAL CUT 6 AND FINAL CUT EXTREME ( POSSIBLY). THEY MAY JUST SHOW OFF PHENO ( NEW SHAKE) BUT GO AHEAD AND COUNT ON “MOVIE RENTALS” FROM THE ITUNES STORES.

    NOW DON’T BE BREAKING MY BALLS ABOUT WHERE THIS INFORMATION COMES FROM. I HAVE NO PROOF, OF SPECIAL FRIENDS IN CUPERTINO. ALL YOU HAVE TO DO IS REALIZE THAT APPLE IS GOING AFTER SEVERAL MARKETS. THE MOST IMPORTANT IS ALL THINGS DIGITAL, ESPECIALLY MEDIA. THE AMOUNT OF MONEY THEY ARE GOING TO MAKE WITH THE ITUNES EVENTUALLY IS GOING TO BE SO HUGE. THEY ALWAYS SAY ” WE END UP JUST ABOUT BREAK EVEN ON THE STORE.” FOR ALL YOU POOR PEOPLE OUT THE ( MYSELF INCLUDED ) THAT IS ROUGHLY 7 CENTS AN ITEM. NOW MY CALCULATIONS MAY BE OFF , BUT ON 2.2 BILLION ITEMS, THAT COMES OUT TO EXACTLY, A SHITLOAD ABOUT BREAK EVEN. THIS IS WHY I LOVE APPLE. EVERYONE IN TECH, BUSINESS IN GENERAL, POLITICIANS, FOREIGN GOVERNMENTS, ARE SO WORRIED ABOUT ALL THE HARDWARE DOMINANCE (IPOD, IPHONE TO COME, APPLE TV TO COME ) THAT THEY DON’T REALIZE THAT APPLE IS GOING TO HAVE CONTROL OVER ALMOST ALL MEDIA AUTHORS IN THE NEXT DECADE. ALL APPLE WANTS IS AND AVERAGE OF 7 CENTS PER SALE. WHAT MUSICIAN, WRITER, MOVIE PRODUCER AND SO WON’T JUMP AT THE CHANCE TO SIGN UP.
    AND WHY I LOVE APPLE EVEN MORE, THEY KNOW THIS, AND ARE CREATING THE TOOLS AND THE OUTLET FOR IT. GAME, SET , MATCH.

    THIS IS A LINE FROM PIRATES OF SILICON VALLEY, STEVE JOBS SAYS (AS PLAYED BY NOAH WILEY )

    “I FINALLY FIGURED IT ALL OUT MAN, YOU KNOW WHAT IT’S ABOUT , POWER. ITS LIKE WHEN THE ARMY GUYS OVERTHROW THE GOVERNMENT AND THE FIRST THING THEY DO IS TAKE OVER THE NEWS PAPERS AND TELEVISION STATIONS.”

    SORRY IF THAT ISN’T EXACT, I HAVE NOT WATCHED PIRATES THIS WEEK.

    MDN WORD: HISTORY, AS IN HISTORY WILL SHOW THAT STEVE JOBS ALWAYS KNEW THAT KNOWLEDGE WAS POWER. IT JUST TOOK AWHILE FOR HIM TO LEARN TO CONTROL THE KNOWLEDGE SO HE COULD SEIZE THE POWER.

  3. So we should pay our taxes by check and sell AAPL after the announcement? Or sell on rumors, like before? I’m thinking of dumping my AAPL during the week prior. I gotta pay the man – and he has wars to fight.

  4. If Apple can beat the Mac sales estimates and improve on the Holiday quarter in a traditionally weak quarter, imagine how well Apple will do AFTER Leopard is released. And if new Mac model are released concurrently along with some overdue Apple and third party (Adobe) titles… The Vista fiasco is definitely having a POSITIVE impact on Mac sales.

  5. jarrettnewsdaily,

    for someone whose English is so bad, it’s not very smart to highlight it with capitals.

    AND MOREOVER … text written in capitals is hard to read. That’s why all road signs on motorways ( freeways, Autobahnen, etc.) are written in normal text.

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