Analyst Predicts 9.5M iPod Sales in 3Q
Gene Munster a Piper Jaffray analyst says that this year Apple may just sell over 9.5 million iPods in the third quarter and not the expected 9.8 million. He basis his claims on the first month of sales data from NPD, a market research firm.
“While it is way too early to make a definitive call on June quarter iPod results, we have analyzed the first month of NPD data (April) for the quarter and found that it suggests iPod unit (sales) of around 9.5 million,” Munster wrote in a client note. “Our current iPod unit estimate at 10.5 million is ahead of Street consensus, which is 9.8 million for the June quarter.”
Looks like Apple is not concerned and is busy with the iPhone, which shall be released in the US around June.
“Assuming a late June launch, we believe iPhone will not materially impact numbers in the June quarter,” Munster wrote. “Worldwide Developers Conference, however, is a significant wild card in the quarter. We are expecting a full-feature demonstration of Leopard, including a demo of how Leopard will integrate Windows interoperability.”
