Replies to post #77149 on Apple Inc (AAPL)

[BlueDjinn]

Bear in mind that those numbers are for *retail*, not total, and *U.S.*, not global. Still impressive, though!

[Tex]

re equal to Q1

Who heard of an Apple Q2 number that looked anything like an Apple Q1 number? Up sixty-something vs the same period last year is quite a bit higher than guided, and with Macs such a high fraction of revenues and profits, it seems it should be a nice figure to average into the quarter even if the months bookending February aren't better than forecasted.

I was prepared for ho-hum numbers until the iPhone 2.0 software. This would be a nice treat, if it proves out. Even reducing it to reflect retail-only seems to leave a nice bump -- and if the trend isn't limited to retail, all the better.

The next question is what hardware was leading this Mac sales bonanza. According to the reports, it's not Air. Is it iMacs? This link suggests it's notebooks:
http://www.appleinsider.com/articles/08/03/17/apple_snags_14_percent_of_us_based_pc_retail_sales_in_february.html

Interestingly, I can't find any posts regarding January NPD data on computer sales. Do they normally announce by month, or by quarter, or ...? The article seemed to be pretty specific about the gain addressing only February, though of course March isn't in yet.

Of course, in January we had things like waiting-for-MWSF and consumer fears that seem higher than now.

Take care,
--Tex.