FORTUNE -- There was a lot of chatter about Apple (AAPL) in the sales reports for Black Friday 2012.
UPDATE: Wells Fargo's Maynard Um also weighed in. "Early checks suggest demand continues to be robust with strong store traffic through the week and early Friday," he wrote clients in a report from some Apple Stores. "Popular products based on our visits include iPad Mini, iPad 2, Macbook Air/Pro, as well as Lightning cables and adapter (we see high attach rates to these high margin accessories)." He continues:
"We believe iPad Mini is proving to be a must-have holiday item and while we expect lower priced competitive tablets to draw attention as well, we note that we do not expect Apple to maintain its dominant unit share though do expect it to dominate profit share (while we estimate Apple accounts for 53% of the PC industry's profit share despite less than 5% unit share, we expect Apple to have a more dominant unit/profit share in tablets). We believe Apple is on track to meet or exceed our 20.2 million iPad forecast for the December quarter."
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