Also this morning, Morgan Stanley commented on the personal computer market saying unit demand rebounded in February after a meaningful slowdown in January.
Morgan Stanley attributed the January slowdown to consumers waiting for Vista PCs.
Total U.S. PC unit growth rebounded to 23% year-over-year in February, which the firm says is in-line with December 2006 growth.
Apple is the only vendor that appears “unscathed by the Vista transition,” according to the firm.
Morgan Stanley is confident that continued Mac momentum and strong double-digit iPod growth in the quarter will allow Apple will beat expectations this quarter.
This information comes from analyst’s notes not publicly available online.
MacDailyNews Note: Apple will announce Q2 07 results on April 25, 2007.