J.P. Morgan hardware analyst Mark Moskowitz has increased his assessment of the AllThingsD.
"Our conversations with industry contacts, coupled with our team’s recent Asia tech food chain trip, indicate that the MacBook sell-in trend continues to exhibit increasing momentum," Moskowitz says. "Over the next 12-18 months, we think that the average quarterly run rate of the device could reach 700,000 units, which implies a $3 billion-plus revenue opportunity."
is expected to release a Sandy Bridge MacBook Air within the next month or so. Today a rumor predicted that would wait until dropped before releasing any new hardware.