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Monday, December 15, 2008

NPD data out - Macs down a little in November

After +28% y/y sales gains in Macs in October on the back of new Macbook releases, sales slowed. Piper's piece says now they're running up 11% y/y for the December quarter. What he's not saying is November was down 1% y/y. Big deceleration... lot of guys hiding there. Apple still holding up a lot better than you'd think -- they're priced at twice the competitive offerings. Nonetheless, the economy even catching them. Goldman had a very prescient call this morning downgrading the stock.

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