Apple's Mac Has A Monster November

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As we predicted, Apple’s Mac business had a monster November, according to NPD Group data analysed by Piper Jaffray analyst Gene Munster.

In a note today, Munster reports:

  • Mac sales for Oct. and Nov. are now tracking up 21% year-over-year, over the Street’s 14% consensus, and up from 7% year-over-year growth in October alone.
  • It’s still early: Half of the quarter’s Mac sales typically occur in December. But the November data “increases our confidence in slight Mac unit upside in the quarter,” Munster writes.
  • The new iMac and Mac mini were huge: Desktop sales are up 74% year-over-year this quarter so far.

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