Kaufman Bros. analyst Shaw Wu told clients in a note that his research shows that sales of the new MacBook Pros and the iPad are very strong, and he’s predicting another bang-up fiscal quarter for Apple.
The analyst says that Mac momentum is strong helped by the latest refresh of the MacBook Pro. He thinks Apple’s “Mac business is tracking to its third consecutive quarter of 20%+ Y/Y unit growth indicating further share gains.” Wu has upped his projected Mac sales for the quarter from 3.1 million to to 3.2 million.
Meanwhile, he has increased his unit forecast on the 3G iPads from one million to two million for the current fiscal quarter. to two million units from one million. Meanwhile, Macs sales have been ramping up thanks to the recent debut of some new laptops.