Credit Suisse First Boston raised their estimates on Apple Computer today based on "checks with key component suppliers".
Based on this data, they believe "both iPod and Mac demand are tracking above normal seasonal calendar first-quarter patterns".
CSFB estimates over 1.5 million iPod Shuffles, 4.2 million hard-disk based iPods, and 150,000 Mac Mini's for this quarter. This would bring total Mac sales to rise an estimated 35% year-over-year, well above the estimated industry average (10%).