John Paczkowski

Recent Posts by John Paczkowski

Apple’s Mac Business Headed for Another Big Quarter

steve_moneybags_thumbWe haven’t even reached the midpoint of the June quarter, but it already looks like Apple’s financials for the period will be as strong, if not stronger than they’ve been in quarters past. In a research note issued this morning, Kaufman Bros. analyst Shaw Wu says his checks suggest that sales of the iPad and new MacBook Pros are strong.

Evidently there’s quite a bit of sales momentum in the iPad 3G, despite its $129 price premium over the Wi-Fi-only version and monthly data costs. Wu upped his forecast iPads to two million units from one million. Meanwhile, Mac sales have been ramping up thanks to the recent debut of new laptops.

“Our sources indicate that Mac momentum is strong helped by a recent significant refresh of the MacBook Pro to new Intel Arrandale processors, offering much better price-performance and an industry best 8-10 hours of battery life,” Wu writes.

“While it is still early,” the analyst adds, “we believe the Mac business is tracking to its third consecutive quarter of 20%+ Y/Y unit growth indicating further share gains.”

With that in mind, Wu has raised his projected Mac sales for the quarter to 3.2 million, a slight increase from his previous forecast of 3.1 million.

Apple (AAPL), as it always does, left plenty of room for upside surprises to revenue when it last reported earnings. Sounds like the company is more than likely to deliver on them when it next reports.

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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik