toggle

AAPL Stock: 99.18 ( -1.57 )

Printed from http://www.macnn.com

Black Friday traffic sees scattered iPod shortages

updated 09:50 am EST, Mon November 29, 2010

MacBook Air selling well despite lack of discount

iPod sales were unusually high this Black Friday, claims Kaufman analyst Shaw Wu. Several third-party retailers, in particular, are noted to have undergone spot shortages of the iPod nano and touch. "Our sources indicate that this is due to unexpected strong demand as many thought stand-alone MP3 players were a 'dead' category," Wu remarks, "but we believe the lure of multi-touch, apps, and attractive prices where the lack of monthly service fees (compared to a cellular contract), is helping."

The analyst also observes that the Touch was often being used as "doorbuster," meant to lure people to an outlet. Vendors such as Amazon, Best Buy, Walmart and Target are reported to have offering discounts as high as 20 percent on Apple products, beating the 4 to 10 percent provided by Apple itself. The company moreover limited the scope of discounts to the Nano, Touch, iMac, iPad, MacBook Pro and 13-inch MacBook Air.

Wu suggests that the iPad and MacBook Air were also high sellers. The statement is backed by Deutsche Bank analyst Chris Whitmore, who contacted over 100 Apple Stores and 50 resellers. Piper Jaffray's Gene Munster reports that based on several hours spent by his firm at different Apple Stores, iPads were selling at an average of 8.8 units per hour -- roughly on track for 5.5 million iPads in the quarter. "Most notable in our observations," he adds, "we noticed that the iPad is gaining traction (driven by lower price vs. the Mac) among demographics in which the Mac has historically not been successful. The bottom line is that Apple's addressable market is expanding with the iPad."

Mac sales are said to have been slightly down year-over-year, registering at 8.2 units an hour versus 8.3 in 2009. In 2008, the rate was a significantly higher 13 per hour. Munster cautions that he believes it's "too early to make a call" on the December quarter. "Note that Mac NPD data in the first month of the quarter (Oct.) was up 20% y/y," he writes.






by MacNN Staff

toggle

Comments

  1. Bobfozz

    Joined: Dec 1969

    0

    Munster

    for the past several years kept predicting the demise of the iPod. Finally, after being wrong a thousand times (!), he admits "it's too early to call." Not everyone has your $$$ Gene-o. Not everyone tires as fast as you do too.

Login Here

Not a member of the MacNN forums? Register now for free.

toggle

Network Headlines

toggle

Most Popular

MacNN Sponsor

Recent Reviews

ActvContent Sync Smartband

Smartbands of all sorts are hitting the market. Some build on the buzz around fitness trackers, while others offer simpler features fo ...

RocketStor 6324L Thunderbolt 2 eSATA bridge

Like it or not, the shift to Thunderbolt is underway. The connection is extremely flexible, allowing for video and data to co-habitate ...

Patriot Stellar Boost XT 64GB USB 3.0 drive

A vast selection of USB memory sticks means that consumers can often find exactly the size drive they need in a configuration that can ...

toggle

Most Commented