An analyst tells Barron’s that, based on some proprietary web-scraped data, iPod sales in the second quarter are looking like they’ll come in well below Street expectations:
Speaking of consumer devices, you’ve also done work on Apple’s iPod. What are you finding?
In the first quarter and continuing in the second quarter, we saw a pretty significant downturn in interest in the MP3 category as a whole, as well as in the iPod. iPod sales are tracking around 7.3 million for the quarter while the Street is expecting closer to 8.5 million.