Andy Hargreaves, an analyst at Pacific Crest , points out in a brief research note today that the latest NPD data on PC sales show Mac sales up 108% year-over-year in January in dollars, and up 101% in units. December unit sales were up 55% year over year. He also notes that average selling prices for Macs increased 4% in the month on a year-over-year basis and 1% on a sequential basis.
Mac notebook sales were especially strong, with units up 194% year-over-year in January, and a 221% increase in year-over-year notebook revenues, thanks to a higher ASP. January was the third highest revenue month ever for Mac notebooks, Hargreaves notes.
Hargreaves notes that the first month of the quarter has typically accounted for 7%-9% of quarterly Mac data - at least, that has been the case for the last eight quarters. If that trend holds, he says, Mac sales in the quarter would “significantly exceed” his current estimate of 1.495 million units.
Apple today is up $2.87 at $87.48.