Piper Jaffray's Gene Munster is joining the parade of Apple analysts trying to lower expectations for its next two quarters.
- He is calling for $41.4 billion in review for the March quarter, which lower than the street estimates of $42.8 billion.
- He's calling for 35.5 million iPhones, which is in line with buy side expectations. He thinks the Street is at 37 million iPhones.
- Munster is also at 3.8 million Macs versus 4.2 million for the Street.
- He has a gross margin of 38 percent, while the Street is at 39 to 40 percent.
- Also, he believes there will only be a small increase in the dividend, from $10.60 to ~$14, and no bump in the buyback.
- He's also calling for June guidance in the range of $36-$38 billion, while the Street seems to be at $40.2 billion.
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