“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.
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