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Tuesday, June 17, 2008

Apple (AAPL) Mac share continues to grow

NPD released PC sales data for the month of May. Generally, it was stronger than most analysts expected, showing good growth in notebooks. The standout was Apple, which showed sales up 50% year over year -- just as they did in the prior month. Overall units for the industry were up 17.8% in May, which was a slight acceleration from the prior month.

Dell also showed strong numbers on the back of their newfound retail presence (previously they didn't sell an in-store configuration).

iPods came in slightly better and may be on track to exceed the analyst consensus of 10mm units if you just extrapolate the numbers -- I would expect those numbers to slow in June as the iPhone is fully prepared to cannibalize the iPod market in full force with a $199 price point.

Apple continues to enjoy good growth in Macs, and those drive the bottom line.

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