Wow! That's a 64% jump yoy (more than last year's 56% jump or the 49% jump in 2004). Crazy as it sounds, you have a good chance of being right.

I'm still at $6.7 billion (with 19 million iPods), as I think a lot of the unit growth is in the $79 shuffle, thus bringing down the ASP. But I was a bit more conservative, and even cautioned you, the last time around, and I got blown out of the water. So I wouldn't listen to me, either.
mark | 01.04.07 - 10:32 pm | #