He says the data suggest Apple will sell 2.7 million to 2.9 million Macs during the September quarter, up about 28 percent year-over-year and beating the Street's 2.65 million units consensus. Piper says iPod sales could come in between 10.7 million to 11.2 milion units, which would beat the Street's current estimate of 10.8 million units.
If Apple hits the high end of this range -- 2.9 million Macs and 11 million iPods, with 4.1 million iPhones and a 32 percent gross margin -- Munster says the company could post $1.19 of EPS on $8.5 billion of Sept. quarter revenue. That would beat current Street consensus of $1.11 EPS on $8.08 billion of sales, notes Silicon Valley Insider.
Meanwhile, according to TG Daily Managing Editor Wolfgang Gruener, the iPhone’s availability Friday in 20 additional nations is helping fuel growth that has analysts adjusting shipment estimates.
"It appears that Apple has settled in a very comfortable and profitable position," he writes. "The company has grown from a niche player into what seems to be an unstoppable gorilla. Industry-giants like Microsoft now consider Apple as one of its key rivals, trying to figure out how to compete with Apple's unique vertical product integration. Apple's portfolio is probably the most leveled and balanced in the industry, while its above-$1000 target market and 30 percent or higher profit margins are the envy of its competitors"
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