U.S. Retailers say there's strong demand for Apple Mac computers but very little excitement over Microsoft's new Zune player.
The checks were part UBS's monthly "Retail Rumblings" report, where analysts visit several retail stores in New York and New Jersey to focus on printer, PC/Mac and iPod activity, including on-site discussions with store managers, monthly price and inventory tracking and shelf space observations. The firm also checks company and retail websites, and conducts telephone interviews nationwide to supplement those findings.
"Our checks for Apple continue to be positive for MacBooks, which could lend upside potential to our estimates for fiscal 1Q07 (ends December) and bodes well for continued share gains," analyst Ben Reitzes wrote in his report to clients, first distributed on Monday. "While Apple continues to dominate the MP3 player market in terms of share, our checks indicate that the MP3 market is a bit more subdued than last year due to general market maturation."