Piper Jaffray analyst Gene Munster estimates US sales of Apple Mac computers were up 39 percent year-over-year in the first two months of 2010, and that iPod sales are picking up again.
Mac unit sales are up. An average of 39% year over year for the first two months of the March quarter, which according to Munster translates into sales of somewhere between 2.8 and 2.9 million Macs for the full quarter. The Street, he says, is looking for Mac sales to be up only about 22%.
iPod unit sales are up. After a series of 16 consecutive monthly declines, iPod sales are up 7% year over year for the last two months, suggesting total iPod sales of 9 to 10 million for the March quarter. The consensus is closer to 9 million.