Mac news from outside the reality distortion field
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March 17, 2008, 5:33 pm

Report: Mac sales up 60% in February

macbook-air-front-view.jpgMacintosh sales were up sharply in February, according to a brief report on the latest NPD data posted Monday at flyonthewall.com (registration required).

The report shows growth in Mac unit sales up 60 percent from 2007 and growth in dollar terms up 66 percent. That’s considerably higher than Pacific Crest’s estimate of 10 percent, according to the same report.

AppleInsider’s chart of the NPD data is pasted below the fold. It shows Apple’s share of the U.S. PC market growing from 9 percent in Feb. 2007 to 14 percent in Feb. 2008. In dollar terms, NPD has Apple capturing a full 25 percent of the U.S. computer market last month.

The news may explain why Apple (AAPL) shares jumped several points Monday afternoon, ending the day in positive territory.

Meanwhile, Piper Jaffray’s Gene Munster analyzed NPD’s February report on the iPod line and projected sales between 9.7 and 10.5 million units for the March quarter. The midpoint of those two figures would equal a 4 percent drop from 2007, considerably lower than the 2 percent gain on 10.8 million units that is the Street’s consensus.

Munster adds:

We see this data point as a slight positive, given this range is a slight increase from what NPD data indicated after 1 month of data. We believe the iPod shuffle price cut on 2/19 helped boost sales in the final week of Feb. and will continue to drive iPod sales in March leading to a more back-end-loaded qtr for iPod units.

As promised, the NPD data is pasted below:

feb-npd-mac-data.jpg

I’d saying going “Intel” was all they needed.

Posted By Brad, LA, CA : March 19, 2008 12:10 pm

i think the offer of 180 days with no interest when financed through apple’s website (juniper visa loan) right around tax time was a huge part of it

Posted By ruby austin tx : March 18, 2008 7:09 pm

I think ipod-i-phone and i-tunes made people think apple again.

Posted By tikomh : March 18, 2008 5:47 pm

Munster comments show me that “he knows nothing about Apple”!!! Absolutely nothing.. Every time a great piece of news is out. His default counter is iPod sales. And he knows nothing about the growth in the iPod touch sales. I dont know what he is trying to do.. but he isnt that bright

Posted By gokhan, haleiwa hi : March 18, 2008 11:25 am

Two important facts that analysts always seem to overlook (or ignore?)

1: The sales of the iPod couldn’t go on increasing as they have in the last 5 years. For the simple reason that if they did, then in about ten years every person on the planet would have an iPod in his/her pocket. Not very likely when so many of them can’t even afford enough to eat.

2: The millions of iPhones sold are never factored in as iPod sales. But of course, if you buy an iPhone, you’re not going to buy an iPod. You’ve already got one - and a very good one - on the iPhone.

Posted By Charles Judd, Berlin, Germany. : March 18, 2008 6:30 am

to Anonymous…

yes “maybe” we are in a mini-recession however the markets are always looking ahead , the recession is already
priced in the markets and it’s only a matter of a short time before we will be moving higher . I think we should see a general market upside in the 2nd quarter, probably toward the end.. this coincides with Macworld .. for Apple this means possiby 3g iPhones, more iPhone carriers deals, new touch models and maybe a “one more thing”
but even without that one more thing Apple in June is going to rock our world ..

Posted By lf ny : March 18, 2008 12:58 am

We just had Sun come in, and the reps from Sun ALL had Mac powerbooks.. Woohoo!! Yep, they ran Solaris 10 on VmWare fusion and used Open Office on all the Macs. Macs are beginning to go mainstream!!

Posted By John Ford, Bethesda, MD : March 18, 2008 12:40 am

I think AAPL is a $600 stock in 3 years. Just my opinion. Apple should easily have a market cap 2x MSFT. They provide superior software and OS solutions, AND they make the hardware. I think that justifies the 2x MSFT.

Posted By Eric, San Diego, CA : March 17, 2008 11:48 pm

Good to hear the grow of Apple computer since I own 5 different models already.

But we all from ASIA even most hunger for the official launch of iPhone, we love either 2G, 2.5G or latest 3G model.

We are patiently waiting for this good news from APPLE announcement.

Posted By charanischiu, Hong Kong : March 17, 2008 10:44 pm

hey ph…witt, nothing negative to say this time?

Posted By Paul Clisby, NY : March 17, 2008 10:15 pm

At last large numbers of people are coming to realize (what old macheads knew all along) that the Mac Os is simply superior to windows. This difference in technology prowess between Microsoft and the new Apple is so clear: Zune vs. iPod Touch, Windows Mobile vs. iPhone, Vista vs. Leopard. People think that Apple is a dwarf next to Msft’s. juggernaut but Apple’s revenues were over half Msft’s last year (which is not so small and the think the gap is going to close up). Apple stock up 1500% last five years, Msft. up 30%.

And wait to the new iPhone iPod Touch apps. coming out after the SDK release. People are salivating to try out the apps. especially I think the accelerometer games. As people like John Doerr (google, amazon financier) believe it’s the birth of new platform as big or bigger than the PC.

Posted By Dave. Victoria. BC. : March 17, 2008 9:02 pm

Compared to what you are getting, out of the box, Macs are fantastic. It is encouraging to see that consumers will actually spend more money for a product that is a better value/ higher quality. In the race for the bottom in the PC industry, and the cell phone industry, folks said that would not happen. Sorry Charlie.

Posted By MacBones, New York : March 17, 2008 8:02 pm

I am responsible for one less iPod sale, I bought a iPhone at twice the cost and given a revenue stream to apple from at&t that the iPod does’t produce. Tw o months later I bought a top of the line desk top mac. Now I want to buy my wifew an iPhone when they increase the speed of the downloads.

Posted By Johnny Cincinnati : March 17, 2008 7:06 pm

my friends, sorry about my english, but, have you imaging what happen whem iphone arrives in Brasil???whe LOVE and want Iphone now…i talk for about 50.000.000 (million) brazilans, crazy for iphone…

Posted By Brazil : March 17, 2008 7:04 pm

Can you say BLOW OUT QUARTER!!!! Thats what Apple is going to have just on the MAC numbers alone, forget about all the othjer great stuff and products. The MAC number is the cash cow and 60% increase, WOW!!!! 200 here we come baby!!!!

Posted By bill, fl : March 17, 2008 6:58 pm

The stock is down because we are in a recession fools, and it will probably be a serious one. Once the public realizes this, *all* consumer spending will go down, especially $1000-$3000 laptops, as good as they may be. It will take 2+ years before the stock gets and stays above $200. Don’t say I didn’t warn you…

Posted By Anonymous : March 17, 2008 6:56 pm

I think Richard nailed it ! I’ve worked in consumer electronics for 30 years and have never seen anything approach what Apple is accomplishing.

Posted By Robert, St.Louis, MO : March 17, 2008 6:54 pm

BTW …The Airbook is selling very very well …..

Posted By lf ny : March 17, 2008 6:52 pm

Expect to see some flight to quality. Mac sales up and Apple’s piggy-bank is full of cash.

Posted By Al Howes, Sarasota, FL : March 17, 2008 6:51 pm

well I just got back from my local sam’s club
last week there was a shortage of some colors ipods shuffle and minis.. today not only they have no shuffles left at all but also 8gb touch and the 80gb classic while the 16gb touch is in very short supply.. I was told less than 10 left.
And this past weekend I was at an Apple store , the only other store in this very large mall, as busy and with almost as many smiles and excited customers as the Apple store was build a bear .. and I am not kidding, other stores had people , not as much as those 2,
the amount of shopping bags coming out of those 2 stores beat all others hands down..

Posted By lf ny : March 17, 2008 6:47 pm

Milk it! You worked so hard to put the negative spin into the tale that I think you must have an intellectual hernia from the effort. Otherwise, no problem. Just don’t be so blatant next time.

Posted By Juan Guhome, SF, CA : March 17, 2008 6:23 pm

The beat goes on. Apple sales are strong and the street was wrong! To beat the stock down like it did after the history making last blow out quarter, and now Apple will be back stronger and better than before! Better start accentuating the positive or you will find that the positives far outweigh the negatives on this stock. Back and through the $200 mark by years end.

Posted By George Jacob, Holland, Michigan : March 17, 2008 6:16 pm

You have to understand the Media, they were instructed or just them to put negative on the columns so that market still continue to go down.
All politics man..politics….
After the election, watch it everything will be back.

Posted By Neil S, : March 17, 2008 6:14 pm

Why do the mac fans even read this site? There was nothing negative about the ipod comment. Same story every Mac article. “Mac can do no wrong!!!”. lame

Posted By Rick Edwards, CA : March 17, 2008 6:12 pm

ipods and iPhones are HUGE revenue sources… but the 7-8% market share of the PC market is SOOOOOOOOOOOOOOOOOOOOOOOOOO much more important then a f***ing ipod number. think of Apple as a Microsoft, HP, Dell, Sony, Research in Motion, Motorola, and a Media Distribution company all rolled into one. I LOVE how low the stock is now because i have been literally pouring my life savings into the stock because that Apple store by my house in L.A. is PACKED and i mean PACKED any time and every day of the week. They arn’t selling high heels or t-shirts. They are selling entire Digital ecosystems and its hilarious nobody see’s this freight train coming.

Posted By Richard, Hermosa Beach CA : March 17, 2008 6:05 pm

Why do you have to add the IPOD twist to the story? You just couldn’t be happy with the MAC headlines, you had to find something negative.

Well, the story is the MAC!!! The IPOD was already forecasted lower by apple in January. They will BLOW AWAY earnings this qtr just on the MAC sales alone.

Posted By dave, tx : March 17, 2008 5:41 pm
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Philip Elmer-DeWittSilicon Valley veterans like to joke that Steve Jobs must be surrounded by a reality distortion field; if you get too close to him, you start to believe what he's saying. Thanks to the success of the iPod, the launch of the iPhone and the renewed interest in the Mac, Apple has made believers out of millions of customers - and made a lot of investors rich. But Philip Elmer-DeWitt believes that an ounce of skepticism never hurts when writing about the company. He should know. He's been covering Apple - and watching Steve Jobs operate - since 1982, first for Time Magazine, then for Business 2.0, and now for Fortune.
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