“One of the things that distinguishes Gene Munster’s coverage of Apple (AAPL) from the other analysts who follow the company is that he actually leaves his office, goes into Apple stores, and counts sales,” Philip Elmer-DeWitt reports for Fortune. “Last week, he and his colleagues at Piper Jaffray spent a total of 25 hours visiting a sampling of Apple stores around the country — both mall outlets and flagship stores — where they recorded how many iPhones, Macs and iPods they observed being sold.”
• iPhone: Munster’s team counted a weighted average of 22 iPhones being sold per day… Although that suggests a 15% drop from Q1, or 3.7 million iPhones for the quarter, Munster estimates that when international sales are factored in, Apple may meet his target of 4.4. million units for the quarter. The Street is expecting 3.3 million.
• Mac: The 28 Macs that Munster’s team counted is considerably above the number his model predicts, but March sales were boosted by the arrival of desktop models that weren’t available in January and February. Adjusting for the difference, Munster estimates that Apple finished the quarter having sold 2.2 million Macs, up slightly from the Street’s expectation of 2.1 million.
• iPod: This was the first time the Piper Jaffray team monitored iPod sales, so it doesn’t have previous counts with which to compare the results. But Apple was selling twice as many iPods as iPhones last week, in line with the Street’s estimate of about 10 million iPods for the quarter.
Full article here.
[Thanks to MacDailyNews Reader “JES42” for the heads up.]
