John Paczkowski

Recent Posts by John Paczkowski

Second-Quarter Mac Sales Likely to Be Magical, Revolutionary

steve_boomOne more quick data point in advance of Apple’s second-quarter earnings report tomorrow: New estimates from the NPD Group show the company’s Mac business gathering considerable momentum.

In January, U.S. Mac sales were up 20 percent year-over-year. In February they were up 12 percent.

And in March?

Up 47 percent, year-over-year.

That’s an average increase of 27 percent for the quarter. An impressive surge–more so considering that growth slowed in February ahead of the debut of the new Thunderbolt-equipped MacBook Pro line. March was the first full month in which those new machines were available and, according to Piper Jaffray analyst Gene Munster, sales are tracking ahead of the Street’s expectations for 3.6 million Macs sold in the quarter.

As I said yesterday, expect Apple’s second-quarter earnings report Wednesday to be another barn burner.


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The best and brightest are usually put to work on optimisation. … They will then go forward and solve the inefficiencies, and that’s where 99% of most energy is spent on. But, at some point you run out of room to improve things, and that’s when you have to step aside and ask, can we make it different?

— Horace Dediu, in a podcast interview with William Channer