Piper Jaffray analyst Gene Munster and American Technology Research analyst Shaw Wu on Tuesday weighed in on continued MacBook Pro constraints, despite improved availability. Mr. Munster commented: "Investors are aware that this issue has added risk to Mac estimates for March."
The analyst recently called 40 Apple stores, finding that only four of them had MacBook Pro laptops in stock. However, he said that availability has improved significantly during the past two weeks, and he believes "we are at the inflection point of this production problem being fixed." While other analysts are concerned about the fallout from MacBook Pro constraints spilling into the June quarter, Mr. Munster has "increased confidence in June quarter estimates."
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