“In a note to clients issued Tuesday, Piper Jaffray’s Gene Munster offered his analysis of the NPD Group’s final PC retail sales data for 2011,” Philip Elmer-DeWitt reports for Fortune.
“Domestic Mac unit sales were up 12% for the quarter, according to NPD, which isn’t bad given that sales of Microsoft Windows PCs are shrinking,” P.E.D. reports. “But the Street was expecting Mac sales for December to be up 25%. Accordingly, Munster is shaving 300,000 units off his Mac estimate for fiscal Q1 2012, dropping it to 4.9 million from 5.2 million.”
P.E.D. reports, “But at the same time, he’s raising his iPhone sales estimate by 600,000 units — to 30.6 million from 30 million.”
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