Interpreting data from market research company NPD, Piper Jaffray Senior Analyst Gene Munster said he sees no signs of the iPad cannibalizing Mac sales. In fact, Mac sales were up 37 percent year over year for the first two months of the June quarter.
NPD data suggests Apple will sell between 3.1 million and 3.2 million Macs for the quarter, which matches Wall Street expectations of 3.1 million units for the quarter.
"Apple has successfully limited the iPad functionality to primarily content consumption, vs. content creation on a Mac," Munster wrote in a note to clients on Tuesday. "And relative to the iPod, the physical size of an iPad provides a meaningfully different value proposition (portability vs. screen size)."
Munster also said that while cannibalization will exist in the long run, he expects it to be minimal.
The news for the iPod wasn't as positive. Sales of the iPod were down 13 percent for the first two months of the quarter, but Munster still expects between 9 million and 10 million units to be sold this quarter. Wall Street expectations for the quarter is 9.5 million units.