Analysts revise iPod sales estimates.
Merill Lynch’s estimate would still be a 20% increase year-over-year, but a rather precipitous drop from the previous quarter’s 8.111 million. Piper Jaffray’s Gene Munster and UBS’s Ben Reitzes had rather more optimistic estimates of 8.2 million and 8.12 million respectively.
The Macalope doesn’t have access to the monthly data, but Merill’s estimate seems a bit conservative. Munster indicates that without the revised lineup, their estimate would have been 7.4 million for the quarter, so Merill’s saying there was only 300,000 in pent-up demand (yeah, different analysts, but they all already have the actual numbers for July and August, so their estimates for the quarter without the revised lineup shouldn’t be that different).
The Macalope’s going to go with 8.1 million, siding with Munster and Reitzes but hedging his bet a little.
All of the analysts predicted stronger than anticipated Mac sales.