holy cow, what a huge difference between citi macbook estimates and CSFB!
Citi: For the third calendar quarter ending September, the analyst increased his revenue estimate from $4.63B to $4.68B to reflects stronger-than-expected MacBook sales. He said MacBook sales for the quarter are now tracking close to 575,000 units compared to his previous estimate of 540,000 units. He is also modeling for sales of 9 million iPods during the quarter, including 5 million iPod nanos and 1 million iPod shuffles. appleinsider.com
CSFB: Credit Suisse analyst Robert Semple on Monday cited MacBook sales strength as he raised his estimates for Apple's current quarter, which is the fourth of its 2006 fiscal year, as well as for the company's next fiscal year, which begins Oct. 1. He expects Apple to sell at least 775,000 of the new laptops this quarter, well over the 580,000 units he initially estimated. As a result, he's adding US$215 million to his original $4.6 billion revenue estimate for this quarter. macobserver.com |