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Analyst sees solid demand for Apple Macs; conservatively sees 25% year-over-year growth

“Apple Inc. continued to see solid demand for Macs last quarter with refreshes to both its MacBook lines leading the charge, according to Wall Street analysts at UBS,” Katie Marsal reports for AppleInsider.

Marsal reports, “In a note to clients Friday, Analyst Ben Reitzes and his associates said strong sales of the new notebook models should provide a slight boost to the Cupertino-based firm’s fiscal third quarter earnings on July 25th, simultaneously offsetting some deceleration in iPod sales.”

“The analyst explained that iPod growth was more subdued during the quarter due to a combination of aging iPod product lines, some anticipation of the iPhone, and normal seasonality. He was, however, bullish on expectations for initial iPhone sales during the final two days of the quarter,” Marsal reports.

“The analyst said his Mac growth estimates of 25 percent year-over-year to 1.66 million could prove conservative, especially given the new notebooks and strong demand witnessed across the Mac product line during the K-12 education buying season in June… ‘We believe the iPhone could [help] drive more sales of both iPods and Macs,’ Reitzes said,” Marsal reports.

Full article here.

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