Piper Jaffray’s Gene Munster late yesterday sent out word that data from research firm NPD indicate Apple‘s (AAPL) sales of its Mac computers were down in the U.S. by 5%, year over year, in the month of July, which he thinks is in keeping with an expectation for total worldwide Mac sales to rise by 5% this fiscal Q4 ending in September.
Munster is not concerned about the apparent disparity there, as he noted that Apple’s actual reported sales worldwide of Mac sales in its last two quarters have been 12 percentage points higher than reported NPD data, in terms of growth.
Munster’s estimate for 5.1 million Mac units to be sold this quarter is about in line with the average Street estimate, he writes.
Munster rates Apple shares Overweight, with a $910 price target.
Apple shares are up $4.67, or 0.7%, at $634.67.
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