UBS analyst Ben Reitzes on Thursday issued a new research report that led off with this note: Checks continue to show solid demand for Macs, which should lend support to Q4 '06 estimates, offsetting deceleration in iPods (due in part to new shuffle availability). We believe Mac momentum should continue into year-end given new products and helped in part by the delay of Vista.

Analysts: Apple Should Ride High Mac Demand to Strong Q4