Munster says: We believe the new aluminum MacBooks ($1,299) are selling well. While we do not believe sales are exceeding Apple's own internal estimates, as the stores have had ample supply throughout the launch, we now believe the Mac unit number for the Dec. quarter may exceed our and Street expectations of 2.6m. We note that the new product will likely lift Mac ASP's (average selling prices); during our in-store checks we found that the new aluminum models (priced $200 higher at the entry point than the previous white plastic MacBook model) are vastly more popular than the newly priced white plastic model ($999). We caution that our in-store checks do not reflect the direct sales to the Education market where the $999 model is likely finding more success. What's Apple's iPhone gross margin? Munster reckons that the average selling price of the iPhone from Apple to carriers is $630, but the company should be able to lower that price by about $150 over the next six months, but maintain margins.