More People are Macs instead of PC? How can this be?
“Mac NPD for the month of June needs to be flat in order for the entire quarter to be tracking in line with Street Mac consensus,” he wrote, adding — in a golfing metaphor — that he expected “slight upside to the flat bogey for the month of June, between flat and +5%” year over year. Well, the NPD numbers came out and they blew past even his most optimistic expectations. Rather than up 5% in June, as he hoped, they were up a whopping 16%.
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