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Signs are beginning to trickle out from analysts who examine the flow of merchandise coming out of Apple Computer, Inc. (NASDAQ:AAPL) that Apple is already well into an expectations-beating holiday quarter. Just this November it's estimated that some 300,000 MacBooks have moved off the shelves.Clearly the Zune is not going to challenge iPod holiday sales. At best it's come a distant second, with some claiming that the Zune is sinking from that spot if you monitor Amazon interest as a benchmark. Even if Zune beats out the iPod in years to come, it won't be happening this Christmas season. iPod and particularly iPod Shuffle sales will probably be as strong as any other holiday season.
And then there's a surprising X-factor. Needham & Company's analyst Charles Wolf thinks they've been too conservative about the effect of switchers to Apple due to Apple's ability to run Windows as well using Bootcamp. As a result Needham's target price for Apple has been raised from $90 to $115 to take it into account.
Tobias Buckell is a freelance writer, author, and professional blogger. He owns Apple stock.
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