The Mac's cyber Black Friday
Apple's in-store sales fell sharply from 2008, while online sales soared
A pair of reports from Piper Jaffray's Gene Munster tell the story.
The first, issued early Monday morning, gave the results of a headcount performed at three Apple (AAPL) retail stores on Black Friday, the traditional start of the holiday selling season. Although the stores were busy, his team counted an average of 8.3 Mac sales per hour, down 36% from the 13 Macs per hour they observed on the same day last year.
Munster's second note, sent nearly seven hours later, reported on comScore data indicating that sales at Apple's online store Friday were up 39% year over year.
"Apple's online store had a big day on Black Friday," Munster concludes, "offsetting the y/y decline in our retail store checks."
Based on NPD data that showed U.S. Mac sales up 7% year over year in October, Munster had previously estimated that Apple would sell 2.856 million Macs in the quarter that ends Dec. 26. That's up from 2.524 million Macs in the same quarter last year, but down from the record 3.053 million Apple sold last quarter.
[Follow Philip Elmer-DeWitt on Twitter @philiped]
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