Munster says he and his team spent 25 hours in Apple retail stores (seven flagship locations and 18 averaged-sized stores) last week counting sales. Based on their observations, he predicts Mac units to be "in-line or slightly above" his estimate of 2.2 million, versus the Street at 2.1 million. That would suggest a good March, after a weak January and February. "The solid Mac number is likely due to the newly released Mac desktops [announced on March 3]," Munster says.

Munster thinks iPhone shipments will be between 4.4 million to 3.7 million, better than the 3.3 million Street consensus. Thee analyst thinks Apple will ship about 10 million iPods with sales led by the new iPod shuffle.

Apple reports its March quarterly results next Wednesday.